Bcr Wealth Strategies, LLC DIMENSIONAL ETF TRUST Transaction History

Bcr Wealth Strategies, LLC

  • $258 Million
  • Q2 2025
Number of Shares
256,769
Previous 267,847 4.14%
Holding current value
$14.9 Million
Previous $13.9 Million 7.25%
% of portfolio
5.77%
Previous 6.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-11,078 Reduced 4.14%
256,769 $14.9 Million
Q1 2025

May 09, 2025
BUY
N/A
1,278 Added 0.48%
267,847 $13.9 Million
Q4 2024

Jan 29, 2025
BUY
N/A
25,689 Added 10.66%
266,569 $12.8 Million
Q3 2024

Oct 18, 2024
BUY
N/A
240,880 New
240,880 $12.6 Million
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