Stage Harbor Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Stage Harbor Financial, LLC

605,796

Previous 585,040 3.55%

$19.9 Billion

Previous $18.1 Billion 9.82%

14.58%

Previous 14.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	N/A	20,756 Added 3.55%	605,796 $19.9 Billion
Q2 2025 Aug 13, 2025	BUY	N/A	93,765 Added 19.09%	585,040 $18.1 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	56,393 Added 12.97%	491,275 $15 Billion
Q4 2024 Feb 12, 2025	BUY	N/A	47,242 Added 12.19%	434,882 $13.1 Billion
Q3 2024 Oct 16, 2024	BUY	N/A	33,192 Added 9.36%	387,640 $12.1 Billion

Q2 2024 Jul 15, 2024	BUY	N/A	29,805 Added 9.18%	354,448 $10.2 Billion
Q1 2024 May 14, 2024	BUY	N/A	47,487 Added 17.13%	324,643 $9.74 Billion
Q4 2023 Feb 13, 2024	BUY	N/A	277,156 New	277,156 $7.5 Billion

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

Stay updated on Stage Harbor Financial, LLC with notifications on news.