Parkshore Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Parkshore Wealth Management, Inc.

  • $172 Billion
  • Q1 2025
Number of Shares
228,545
Previous 197,261 15.86%
Holding current value
$6 Billion
Previous $5.04 Billion 19.13%
% of portfolio
3.49%
Previous 3.03%

Shares

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

May 29, 2025
BUY
N/A
31,284 Added 15.86%
228,545 $6 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
197,261 New
197,261 $5.04 Billion
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