Diversify Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
15,689
Previous 10,645 47.38%
Holding current value
$419 Million
Previous $278 Million 50.72%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
5,044 Added 47.38%
15,689 $419 Million
Q1 2025

Apr 30, 2025
BUY
N/A
10,645 New
10,645 $278 Million
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