Shanker Valleau Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $332 Million
  • Q2 2025
Number of Shares
17,254
Previous 37,660 54.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 08, 2025
SELL
N/A
-20,406 Reduced 54.18%
17,254 $0
Q1 2025

Apr 16, 2025
SELL
N/A
-144,297 Reduced 79.3%
37,660 $0
Q4 2024

Jan 06, 2025
BUY
N/A
181,957 New
181,957 $0
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