Hartmann Taylor Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025
Number of Shares
11,595
Previous 14,290 18.86%
Holding current value
$589 Million
Previous $725 Million 18.81%
% of portfolio
0.42%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-2,695 Reduced 18.86%
11,595 $589 Million
Q2 2025

Jul 15, 2025
SELL
N/A
-600 Reduced 4.03%
14,290 $725 Million
Q1 2025

Apr 24, 2025
BUY
N/A
14,890 New
14,890 $755 Million
Track This Portfolio

Track Hartmann Taylor Wealth Management, LLC Portfolio

Follow Hartmann Taylor 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 Hartmann Taylor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hartmann Taylor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email