Assured Partners Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Number of Shares
5,282
Previous 4,420 19.5%
Holding current value
$276 Million
Previous $231 Million 19.33%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
862 Added 19.5%
5,282 $276 Million
Q4 2024

Feb 12, 2025
BUY
N/A
4,420 New
4,420 $231 Million
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