Straight Path Wealth Management DIMENSIONAL ETF TRUST Transaction History

Straight Path Wealth Management

  • $262 Million
  • Q2 2025
Number of Shares
391,277
Previous 379,341 3.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
11,936 Added 3.15%
391,277 $0
Q1 2025

Apr 28, 2025
BUY
N/A
12,439 Added 3.39%
379,341 $0
Q4 2024

Feb 06, 2025
BUY
N/A
12,938 Added 3.66%
366,902 $0
Q3 2024

Nov 06, 2024
BUY
N/A
353,964 New
353,964 $0
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