Commonwealth Equity Services, LLC DIMENSIONAL ETF TRUST Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
61,429
Previous 53,017 15.87%
Holding current value
$4.12 Million
Previous $3.25 Million 26.84%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
8,412 Added 15.87%
61,429 $4.12 Million
Q1 2025

May 09, 2025
BUY
N/A
3,577 Added 7.24%
53,017 $3.25 Million
Q4 2024

Feb 10, 2025
BUY
N/A
2,022 Added 4.26%
49,440 $3.09 Million
Q3 2024

Oct 18, 2024
BUY
N/A
2,894 Added 6.5%
47,418 $3.01 Million
Q2 2024

Jul 31, 2024
BUY
N/A
8,135 Added 22.36%
44,524 $2.65 Million
Q1 2024

Apr 29, 2024
BUY
N/A
21,469 Added 143.89%
36,389 $2.15 Million
Q4 2023

Feb 06, 2024
BUY
N/A
14,920 New
14,920 $819,000
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