Balanced Rock Investment Advisor DIMENSIONAL ETF TRUST Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025
Number of Shares
93,451
Previous 88,836 5.19%
Holding current value
$2.45 Billion
Previous $2.27 Billion 8.16%
% of portfolio
1.96%
Previous 1.8%

Shares

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