Up Strategic Wealth Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025
Number of Shares
44,242
Previous 68,686 35.59%
Holding current value
$3.2 Billion
Previous $4.73 Billion 32.3%
% of portfolio
2.4%
Previous 3.69%

Shares

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

Nov 19, 2025
SELL
N/A
-24,444 Reduced 35.59%
44,242 $3.2 Billion
Q2 2025

Aug 12, 2025
SELL
N/A
-2,581 Reduced 3.62%
68,686 $4.73 Billion
Q1 2025

May 15, 2025
SELL
N/A
-12,363 Reduced 14.78%
71,267 $4.57 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
3,042 Added 3.77%
83,630 $5.46 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
45,140 Added 127.34%
80,588 $5.28 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
4,671 Added 15.18%
35,448 $2.2 Billion
Q1 2024

May 15, 2024
BUY
N/A
8,846 Added 40.34%
30,777 $1.93 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
21,931 New
21,931 $1.23 Billion
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