M Holdings Securities, Inc. DIMENSIONAL ETF TRUST Transaction History

M Holdings Securities, Inc.

  • $583 Million
  • Q2 2025
Number of Shares
35,694
Holding current value
$1.1 Million
% of portfolio
0.19%

Shares

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

Aug 13, 2025
BUY
N/A
35,694 New
35,694 $1.1 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-4,526 Reduced 3.28%
133,574 $3.61 Million
Q3 2023

Feb 14, 2024
BUY
N/A
85,048 Added 160.31%
138,100 $3.43 Million
Q2 2023

Sep 26, 2023
SELL
N/A
-24,951 Reduced 31.99%
53,052 $1.35 Million
Q1 2023

May 15, 2023
BUY
N/A
78,003 New
78,003 $1.92 Million
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