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
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email