Panoramic Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024
Number of Shares
79,154
Previous 64,412 22.89%
Holding current value
$2.38 Billion
Previous $1.98 Billion 19.78%
% of portfolio
1.55%
Previous 1.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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