Exencial Wealth Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
570,745
Previous 482,808 18.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
BUY
N/A
87,937 Added 18.21%
570,745 $0
Q4 2024

Feb 06, 2025
BUY
N/A
59,685 Added 14.11%
482,808 $0
Q3 2024

Oct 31, 2024
BUY
N/A
91,156 Added 27.46%
423,123 $0
Q2 2024

Aug 12, 2024
BUY
N/A
56,439 Added 20.48%
331,967 $0
Q1 2024

May 10, 2024
BUY
N/A
118,446 Added 75.4%
275,528 $0
Q4 2023

Feb 13, 2024
BUY
N/A
85,116 Added 118.27%
157,082 $0
Q3 2023

Nov 08, 2023
BUY
N/A
5,602 Added 8.44%
71,966 $0
Q2 2023

Aug 10, 2023
BUY
N/A
66,364 New
66,364 $0
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