Fiduciary Financial Group, LLC DIMENSIONAL ETF TRUST Transaction History

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Number of Shares
219,547
Previous 210,764 4.17%
Holding current value
$6.91 Billion
Previous $5.88 Billion 17.58%
% of portfolio
1.25%
Previous 1.28%

Shares

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

Jul 02, 2025
BUY
N/A
8,783 Added 4.17%
219,547 $6.91 Billion
Q1 2025

Apr 14, 2025
BUY
N/A
20,245 Added 10.63%
210,764 $5.88 Billion
Q4 2024

Jan 13, 2025
BUY
N/A
9,902 Added 5.48%
190,519 $5.69 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
24,288 Added 15.54%
180,617 $5.55 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
156,329 New
156,329 $4.73 Billion
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