Golden Bell Financial Planning LLC DIMENSIONAL ETF TRUST Transaction History

Golden Bell Financial Planning LLC

  • $106 Billion
  • Q2 2025
Number of Shares
207,073
Previous 186,982 10.74%
Holding current value
$6.42 Billion
Previous $5.72 Billion 12.38%
% of portfolio
6.05%
Previous 5.55%

Shares

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

Aug 05, 2025
BUY
N/A
20,091 Added 10.74%
207,073 $6.42 Billion
Q1 2025

May 06, 2025
BUY
N/A
13,060 Added 7.51%
186,982 $5.72 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
173,922 New
173,922 $5.22 Billion
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