Parkshore Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Parkshore Wealth Management, Inc.

  • $172 Billion
  • Q1 2025
Number of Shares
27,047
Previous 23,125 16.96%
Holding current value
$1.66 Billion
Previous $1.44 Billion 14.75%
% of portfolio
0.96%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 29, 2025
BUY
N/A
3,922 Added 16.96%
27,047 $1.66 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
23,125 New
23,125 $1.44 Billion
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