Delap Wealth Advisory, LLC DIMENSIONAL ETF TRUST Transaction History

Delap Wealth Advisory, LLC

21,913

Previous 19,745 10.98%

$601 Million

Previous $530 Million 13.38%

0.25%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	N/A	2,168 Added 10.98%	21,913 $601 Million
Q2 2025 Jul 28, 2025	BUY	N/A	590 Added 3.08%	19,745 $530 Million
Q1 2025 May 08, 2025	BUY	N/A	1,253 Added 7.0%	19,155 $503 Million
Q4 2024 Feb 04, 2025	BUY	N/A	3,895 Added 27.81%	17,902 $457 Million
Q3 2024 Nov 12, 2024	SELL	N/A	-13,881 Reduced 49.77%	14,007 $404 Million

Q2 2024 Aug 13, 2024	BUY	N/A	14,004 Added 100.86%	27,888 $697 Million
Q1 2024 May 14, 2024	BUY	N/A	456 Added 3.4%	13,884 $354 Million
Q4 2023 Feb 14, 2024	BUY	N/A	13,428 New	13,428 $349 Million

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

Stay updated on Delap Wealth Advisory, LLC with notifications on news.