Captrust Financial Advisors DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
79,145
Previous 103,400 23.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-24,255 Reduced 23.46%
79,145 $0
Q4 2024

Feb 14, 2025
BUY
N/A
13,471 Added 14.98%
103,400 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,402 Added 10.31%
89,929 $0
Q2 2024

Aug 14, 2024
BUY
N/A
4,669 Added 6.07%
81,527 $0
Q1 2024

May 15, 2024
BUY
N/A
76,858 New
76,858 $0
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