En Rich Financial Partners LLC DIMENSIONAL ETF TRUST Transaction History

En Rich Financial Partners LLC

  • $298 Billion
  • Q1 2025
Number of Shares
964,769
Previous 971,854 0.73%
Holding current value
$29.5 Billion
Previous $29.2 Billion 1.06%
% of portfolio
9.9%
Previous 9.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
N/A
-7,085 Reduced 0.73%
964,769 $29.5 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-5,876 Reduced 0.6%
971,854 $29.2 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
17,686 Added 1.84%
977,730 $30.1 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
6,263 Added 0.66%
960,044 $27.8 Billion
Q1 2024

May 02, 2024
BUY
N/A
38,469 Added 4.2%
953,781 $28.6 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
915,312 New
915,312 $24.8 Billion
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