Meredith Wealth Planning DIMENSIONAL ETF TRUST Transaction History

Meredith Wealth Planning

  • $316 Billion
  • Q3 2025
Number of Shares
18,948
Previous 25,794 26.54%
Holding current value
$962 Million
Previous $1.31 Billion 26.5%
% of portfolio
0.3%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-6,846 Reduced 26.54%
18,948 $962 Million
Q2 2025

Jul 16, 2025
BUY
N/A
6,404 Added 33.03%
25,794 $1.31 Billion
Q1 2025

May 07, 2025
SELL
N/A
-7,506 Reduced 27.91%
19,390 $984 Million
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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