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

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
14,642
Previous 14,831 1.27%
Holding current value
$482 Million
Previous $460 Million 4.7%
% of portfolio
0.32%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-189 Reduced 1.27%
14,642 $482 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-133,310 Reduced 89.99%
14,831 $460 Million
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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