Fonville Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025
Number of Shares
3,802
Previous 3,784 0.48%
Holding current value
$233 Million
Previous $236 Million 1.42%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email