Panoramic Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025
Number of Shares
106,665
Previous 88,653 20.32%
Holding current value
$3.51 Billion
Previous $2.75 Billion 27.61%
% of portfolio
1.97%
Previous 1.69%

Shares

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

Oct 24, 2025
BUY
N/A
18,012 Added 20.32%
106,665 $3.51 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
1,271 Added 1.45%
88,653 $2.75 Billion
Q1 2025

May 06, 2025
BUY
N/A
8,228 Added 10.39%
87,382 $2.67 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
14,742 Added 22.89%
79,154 $2.38 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
64,412 New
64,412 $1.98 Billion
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email