Commonwealth Equity Services, LLC DIMENSIONAL ETF TRUST Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
82,345
Previous 75,396 9.22%
Holding current value
$4.18 Million
Previous $3.83 Million 9.25%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
6,949 Added 9.22%
82,345 $4.18 Million
Q1 2025

May 09, 2025
BUY
N/A
227 Added 0.3%
75,396 $3.83 Million
Q4 2024

Feb 10, 2025
BUY
N/A
9,028 Added 13.65%
75,169 $3.8 Million
Q3 2024

Oct 18, 2024
BUY
N/A
11,503 Added 21.05%
66,141 $3.36 Million
Q2 2024

Jul 31, 2024
BUY
N/A
25,174 Added 85.44%
54,638 $2.77 Million
Q1 2024

Apr 29, 2024
BUY
N/A
19,028 Added 182.33%
29,464 $1.49 Million
Q4 2023

Feb 06, 2024
BUY
N/A
10,436 New
10,436 $525,000
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