Commonwealth Equity Services, LLC DIMENSIONAL ETF TRUST Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
136,058
Previous 76,413 78.06%
Holding current value
$9.1 Million
Previous $4.69 Million 94.11%
% 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
59,645 Added 78.06%
136,058 $9.1 Million
Q1 2025

May 09, 2025
BUY
N/A
40,500 Added 112.77%
76,413 $4.69 Million
Q4 2024

Feb 10, 2025
BUY
N/A
25,798 Added 255.05%
35,913 $2.3 Million
Q3 2024

Oct 18, 2024
BUY
N/A
585 Added 6.14%
10,115 $641,000
Q2 2024

Jul 31, 2024
SELL
N/A
-8,450 Reduced 47.0%
9,530 $567,000
Q1 2024

Apr 29, 2024
BUY
N/A
2,886 Added 19.12%
17,980 $1.06 Million
Q4 2023

Feb 06, 2024
BUY
N/A
15,094 New
15,094 $807,000
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