Client 1 St Advisory Group, LLC DIMENSIONAL ETF TRUST Transaction History

Client 1 St Advisory Group, LLC

  • $306 Million
  • Q3 2025
Number of Shares
20,112
Previous 26,375 23.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025
SELL
N/A
-6,263 Reduced 23.75%
20,112 $0
Q2 2025

Jul 18, 2025
SELL
N/A
-6,756 Reduced 20.39%
26,375 $0
Q1 2025

May 19, 2025
SELL
N/A
-8,186 Reduced 19.81%
33,131 $0
Q4 2024

Jan 16, 2025
SELL
N/A
-13,018 Reduced 23.96%
41,317 $0
Q3 2024

Feb 10, 2025
BUY
N/A
11,986 Added 29.01%
53,303 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1,483 Added 2.81%
54,335 $0
Q1 2024

May 09, 2024
BUY
N/A
4,325 Added 8.91%
52,852 $0
Q4 2023

Feb 13, 2024
BUY
N/A
16,849 Added 53.19%
48,527 $0
Q3 2023

Nov 14, 2023
BUY
N/A
21,100 Added 199.47%
31,678 $0
Q2 2023

Aug 14, 2023
BUY
N/A
10,578 New
10,578 $0
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