Ae Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Number of Shares
629,014
Previous 543,953 15.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
85,061 Added 15.64%
629,014 $0
Q1 2025

May 06, 2025
BUY
N/A
31,640 Added 6.18%
543,953 $0
Q4 2024

Feb 13, 2025
BUY
N/A
42,462 Added 9.04%
512,313 $0
Q3 2024

Nov 14, 2024
BUY
N/A
45,547 Added 10.73%
469,851 $0
Q2 2024

Aug 12, 2024
BUY
N/A
424,304 New
424,304 $0
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