Balance Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Balance Wealth, LLC

  • $154 Billion
  • Q1 2025
Number of Shares
14,636
Holding current value
$778 Million
% of portfolio
0.51%

Shares

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

Apr 23, 2025
BUY
N/A
14,636 New
14,636 $778 Million
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email