Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $227 Billion
  • Q1 2025
Number of Shares
64,248
Previous 63,989 0.4%
Holding current value
$3.43 Billion
Previous $3.38 Billion 1.55%
% of portfolio
1.51%
Previous 1.51%

Shares

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

May 07, 2025
BUY
N/A
259 Added 0.4%
64,248 $3.43 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
12,959 Added 25.39%
63,989 $3.38 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
18,377 Added 56.28%
51,030 $2.81 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
28,596 Added 704.86%
32,653 $1.73 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
4,057 New
4,057 $217 Million
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