Fiduciary Financial Group, LLC DIMENSIONAL ETF TRUST Transaction History

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Number of Shares
14,827
Previous 12,863 15.27%
Holding current value
$998 Million
Previous $734 Million 35.93%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Jul 02, 2025
BUY
N/A
1,964 Added 15.27%
14,827 $998 Million
Q1 2025

Apr 14, 2025
SELL
N/A
-6,091 Reduced 32.14%
12,863 $734 Million
Q4 2024

Jan 13, 2025
BUY
N/A
11,053 Added 139.89%
18,954 $1.17 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
3,390 Added 75.15%
7,901 $498 Million
Q2 2024

Jul 17, 2024
BUY
N/A
4,511 New
4,511 $281 Million
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