Assured Partners Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Assured Partners Investment Advisors, LLC

  • $409 Billion
  • Q2 2025
Number of Shares
25,833
Previous 23,666 9.16%
Holding current value
$1.73 Billion
Previous $1.45 Billion 19.49%
% of portfolio
0.42%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
2,167 Added 9.16%
25,833 $1.73 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-10,237 Reduced 30.19%
23,666 $1.45 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
33,903 New
33,903 $2.12 Billion
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