Copperleaf Capital, LLC DIMENSIONAL ETF TRUST Transaction History

Copperleaf Capital, LLC

  • $139 Million
  • Q2 2025
Number of Shares
10,768
Previous 9,763 10.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
N/A
1,005 Added 10.29%
10,768 $0
Q1 2025

May 14, 2025
BUY
N/A
123 Added 1.28%
9,763 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,041 Added 12.11%
9,640 $0
Q3 2024

Nov 14, 2024
BUY
N/A
232 Added 2.77%
8,599 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-133 Reduced 1.56%
8,367 $0
Q1 2024

May 14, 2024
BUY
N/A
8,500 New
8,500 $0
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC 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 Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email