Silvia Mccoll Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Silvia Mccoll Wealth Management, LLC

  • $148 Billion
  • Q3 2025
Number of Shares
58,891
Previous 60,147 2.09%
Holding current value
$1.61 Billion
Previous $1.61 Billion 0.34%
% of portfolio
1.09%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
N/A
-1,256 Reduced 2.09%
58,891 $1.61 Billion
Q2 2025

Jul 21, 2025
SELL
N/A
-3,007 Reduced 4.76%
60,147 $1.61 Billion
Q1 2025

Apr 07, 2025
BUY
N/A
734 Added 1.18%
63,154 $1.66 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
1,623 Added 2.67%
62,420 $1.59 Billion
Q3 2024

Oct 02, 2024
BUY
N/A
60,797 New
60,797 $1.75 Billion
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