Delap Wealth Advisory, LLC DIMENSIONAL ETF TRUST Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 2024
Number of Shares
13,884
Previous 13,428 3.4%
Holding current value
$354 Million
Previous $349 Million 1.61%
% of portfolio
0.14%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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