Allworth Financial LP DIMENSIONAL ETF TRUST Transaction History

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Number of Shares
13,951
Previous 15,933 12.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
SELL
N/A
-1,982 Reduced 12.44%
13,951 $0
Q1 2025

Apr 30, 2025
SELL
N/A
-2,545 Reduced 13.77%
15,933 $0
Q4 2024

Jan 30, 2025
BUY
N/A
4,078 Added 28.32%
18,478 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-83 Reduced 0.57%
14,400 $0
Q2 2024

Jul 23, 2024
BUY
N/A
2,292 Added 18.8%
14,483 $0
Q1 2024

Apr 25, 2024
BUY
N/A
5,266 Added 76.04%
12,191 $0
Q4 2023

Jan 24, 2024
BUY
N/A
6,925 New
6,925 $0
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