Balanced Rock Investment Advisor DIMENSIONAL ETF TRUST Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025
Number of Shares
156,992
Previous 145,113 8.19%
Holding current value
$4.29 Billion
Previous $3.89 Billion 10.12%
% of portfolio
3.13%
Previous 3.05%

Shares

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

Nov 14, 2025
BUY
N/A
11,879 Added 8.19%
156,992 $4.29 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
51,662 Added 55.28%
145,113 $3.89 Billion
Q1 2025

May 12, 2025
BUY
N/A
4,615 Added 5.19%
93,451 $2.45 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
88,836 New
88,836 $2.27 Billion
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