Bcr Wealth Strategies, LLC DIMENSIONAL ETF TRUST Transaction History

Bcr Wealth Strategies, LLC

  • $284 Million
  • Q3 2025
Number of Shares
728,273
Previous 707,516 2.93%
Holding current value
$42.6 Million
Previous $38.4 Million 10.93%
% of portfolio
14.97%
Previous 14.85%

Shares

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

Oct 10, 2025
BUY
N/A
20,757 Added 2.93%
728,273 $42.6 Million
Q2 2025

Jul 24, 2025
BUY
N/A
35,365 Added 5.26%
707,516 $38.4 Million
Q1 2025

May 09, 2025
BUY
N/A
26,735 Added 4.14%
672,151 $33.8 Million
Q4 2024

Jan 29, 2025
BUY
N/A
12,183 Added 1.92%
645,416 $34.1 Million
Q3 2024

Oct 18, 2024
BUY
N/A
633,233 New
633,233 $33.4 Million
Track This Portfolio

Track Bcr Wealth Strategies, LLC Portfolio

Follow Bcr Wealth Strategies, 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 Bcr Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcr Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email