Fiduciary Financial Group, LLC DIMENSIONAL ETF TRUST Transaction History

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Number of Shares
10,346
Previous 10,511 1.57%
Holding current value
$744 Million
Previous $706 Million 5.47%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 09, 2025
SELL
N/A
-165 Reduced 1.57%
10,346 $744 Million
Q2 2025

Jul 02, 2025
BUY
N/A
37 Added 0.35%
10,511 $706 Million
Q1 2025

Apr 14, 2025
BUY
N/A
27 Added 0.26%
10,474 $599 Million
Q4 2024

Jan 13, 2025
BUY
N/A
10,447 New
10,447 $665 Million
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