Hartmann Taylor Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Hartmann Taylor Wealth Management, LLC

  • $120 Billion
  • Q2 2025
Number of Shares
14,290
Previous 14,890 4.03%
Holding current value
$725 Million
Previous $755 Million 3.99%
% of portfolio
0.6%
Previous 0.68%

Shares

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