Fonville Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Fonville Wealth Management LLC

  • $395 Billion
  • Q2 2025
Number of Shares
3,812
Previous 3,802 0.26%
Holding current value
$256 Million
Previous $233 Million 9.75%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 07, 2025
BUY
N/A
10 Added 0.26%
3,812 $256 Million
Q1 2025

Apr 30, 2025
BUY
N/A
18 Added 0.48%
3,802 $233 Million
Q4 2024

Jan 28, 2025
BUY
N/A
3,784 New
3,784 $236 Million
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