Independent Advisor Alliance Dimensional ETF Tr Transaction History

Independent Advisor Alliance

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.76 - $27.04 $201,967 - $220,565	8,157 New	8,157 $202,000
Q2 2024 Aug 12, 2024	SELL	$24.57 - $26.36 $352,112 - $377,765	-14,331 Reduced 29.32%	34,555 $878,000
Q1 2024 May 08, 2024	BUY	$23.42 - $25.45 $362,447 - $393,864	15,476 Added 46.32%	48,886 $1.24 Million
Q4 2023 Feb 08, 2024	BUY	$21.44 - $24.42 $243,772 - $277,655	11,370 Added 51.59%	33,410 $815,000
Q3 2023 Oct 24, 2023	BUY	$22.41 - $24.35 $142,505 - $154,841	6,359 Added 40.55%	22,040 $496,000
Q2 2023 Jul 28, 2023	BUY	$22.56 - $24.03 $353,763 - $376,814	15,681 New	15,681 $365,000

653

254M

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

Stay updated on Independent Advisor Alliance with notifications on news.