Parkshore Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Parkshore Wealth Management, Inc.

  • $205 Billion
  • Q2 2025
Number of Shares
16,428
Previous 16,156 1.68%
Holding current value
$510 Million
Previous $494 Million 3.18%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Jul 14, 2025
BUY
N/A
272 Added 1.68%
16,428 $510 Million
Q1 2025

May 29, 2025
SELL
N/A
-309 Reduced 1.88%
16,156 $494 Million
Q4 2024

Feb 14, 2025
BUY
N/A
16,465 New
16,465 $494 Million
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