Falcon Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025
Number of Shares
11,837
Previous 11,400 3.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025
BUY
N/A
437 Added 3.83%
11,837 $0
Q1 2025

Apr 24, 2025
SELL
N/A
-82 Reduced 0.71%
11,400 $0
Q4 2024

Jan 22, 2025
BUY
N/A
4,517 Added 64.85%
11,482 $0
Q3 2024

Oct 30, 2024
BUY
N/A
6,965 New
6,965 $0
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