Assured Partners Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Number of Shares
21,939
Previous 9,991 119.59%
Holding current value
$1.18 Billion
Previous $533 Million 122.05%
% of portfolio
0.26%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
N/A
11,948 Added 119.59%
21,939 $1.18 Billion
Q2 2025

Jul 29, 2025
BUY
N/A
4,709 Added 89.15%
9,991 $533 Million
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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