Poinciana Advisors Group, LLC DIMENSIONAL ETF TRUST Transaction History

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Number of Shares
60,264
Previous 54,979 9.61%
Holding current value
$1.62 Billion
Previous $1.44 Billion 11.99%
% of portfolio
1.46%
Previous 1.5%

Shares

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

Jul 17, 2025
BUY
N/A
5,285 Added 9.61%
60,264 $1.62 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
4,502 Added 8.92%
54,979 $1.44 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
50,477 New
50,477 $1.29 Billion
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