Eq Wealth Advisors, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025
Number of Shares
148,141
Previous 108,914 36.02%
Holding current value
$4.53 Billion
Previous $3.27 Billion 38.46%
% of portfolio
3.61%
Previous 3.14%

Shares

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

Apr 22, 2025
BUY
N/A
39,227 Added 36.02%
148,141 $4.53 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
108,914 New
108,914 $3.27 Billion
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