Captrust Financial Advisors DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
55,577
Previous 62,339 10.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
SELL
N/A
-6,762 Reduced 10.85%
55,577 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-16,806 Reduced 21.23%
62,339 $0
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email