Roberts Wealth Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025
Number of Shares
8,437
Previous 10,175 17.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 22, 2025
SELL
N/A
-1,738 Reduced 17.08%
8,437 $0
Q1 2025

Apr 21, 2025
BUY
N/A
10,175 New
10,175 $0
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