Up Strategic Wealth Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History
Up Strategic Wealth Investment Advisors LLC
- $128 Billion
- Q2 2025
Number of Shares
68,686
Previous 71,267
3.62%
Holding current value
$4.73 Billion
Previous $4.57 Billion
3.58%
% of portfolio
3.69%
Previous 4.06%
Shares
7 transactions