Fiduciary Financial Group, LLC DIMENSIONAL ETF TRUST Transaction History

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Number of Shares
10,397
Previous 14,384 27.72%
Holding current value
$518 Million
Previous $709 Million 26.93%
% of portfolio
0.08%
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
-3,987 Reduced 27.72%
10,397 $518 Million
Q1 2025

Apr 14, 2025
BUY
N/A
7,179 Added 99.64%
14,384 $701 Million
Q4 2024

Jan 13, 2025
BUY
N/A
1,869 Added 35.03%
7,205 $359 Million
Q2 2024

Jul 17, 2024
BUY
N/A
5,336 New
5,336 $268 Million
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