Schwarz Dygos Wheeler Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025
Number of Shares
61,531
Previous 52,603 16.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
8,928 Added 16.97%
61,531 $0
Q1 2025

May 02, 2025
BUY
N/A
177 Added 0.34%
52,603 $0
Q4 2024

Feb 07, 2025
BUY
N/A
3,710 Added 7.62%
52,426 $0
Q3 2024

Nov 08, 2024
BUY
N/A
41,323 Added 558.95%
48,716 $0
Q2 2024

Aug 02, 2024
BUY
N/A
1,460 Added 24.61%
7,393 $0
Q1 2024

May 03, 2024
BUY
N/A
5,933 New
5,933 $0
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