Daner Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025
Number of Shares
19,531
Previous 19,852 1.62%
Holding current value
$0
Previous $1.08 Billion 100.0%
% of portfolio
0.0%
Previous 0.75%

Shares

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

Oct 20, 2025
SELL
N/A
-321 Reduced 1.62%
19,531 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-6,396 Reduced 24.37%
19,852 $1.08 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
26,248 New
26,248 $1.39 Billion
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