Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $224 Billion
  • Q4 2024
Number of Shares
26,896
Previous 15,212 76.81%
Holding current value
$1.36 Billion
Previous $772 Million 76.18%
% of portfolio
0.61%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
11,684 Added 76.81%
26,896 $1.36 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
15,212 New
15,212 $772 Million
Q1 2024

Apr 23, 2024
BUY
N/A
4,365 New
4,365 $221 Million
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