Panoramic Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
88,653
Previous 87,382 1.45%
Holding current value
$2.75 Billion
Previous $2.67 Billion 2.95%
% of portfolio
1.69%
Previous 1.8%

Shares

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