Beta Wealth Group, Inc. DIMENSIONAL ETF TRUST Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Number of Shares
112,817
Previous 100,442 12.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025
BUY
N/A
12,375 Added 12.32%
112,817 $0
Q2 2025

Aug 08, 2025
BUY
N/A
100,442 New
100,442 $0
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