Balanced Rock Investment Advisor DIMENSIONAL ETF TRUST Transaction History

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025
Number of Shares
145,113
Previous 93,451 55.28%
Holding current value
$3.89 Billion
Previous $2.45 Billion 58.65%
% of portfolio
3.05%
Previous 1.96%

Shares

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