Mc Clarren Financial Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025
Number of Shares
5,137
Previous 7,055 27.19%
Holding current value
$216,000
Previous $211,000 2.37%
% of portfolio
0.14%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-1,918 Reduced 27.19%
5,137 $216,000
Q4 2024

Jan 29, 2025
BUY
N/A
7,025 Added 23416.67%
7,055 $211,000
Q3 2024

Oct 18, 2024
SELL
N/A
-27 Reduced 47.37%
30 $60,000
Q2 2024

Jul 26, 2024
SELL
N/A
-6,902 Reduced 99.18%
57 $202,000
Q1 2024

Jul 26, 2024
BUY
N/A
6,899 Added 11498.33%
6,959 $209,000
Q1 2024

May 03, 2024
SELL
N/A
-10,929 Reduced 99.45%
60 $209,000
Q4 2023

Feb 02, 2024
BUY
N/A
4,077 Added 58.98%
10,989 $368,000
Q3 2023

Nov 03, 2023
BUY
N/A
24 Added 0.35%
6,912 $171,000
Q2 2023

Aug 04, 2023
SELL
N/A
-6,716 Reduced 49.37%
6,888 $0
Q1 2023

May 05, 2023
BUY
N/A
13,604 New
13,604 $333,000
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