Parkshore Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Parkshore Wealth Management, Inc.

  • $205 Billion
  • Q2 2025
Number of Shares
311,070
Previous 228,545 36.11%
Holding current value
$8.35 Billion
Previous $6 Billion 39.06%
% of portfolio
4.08%
Previous 3.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
82,525 Added 36.11%
311,070 $8.35 Billion
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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