Falcon Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025
Number of Shares
11,787
Previous 11,837 0.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2025
SELL
N/A
-50 Reduced 0.42%
11,787 $0
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
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email