Up Strategic Wealth Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024
Number of Shares
35,448
Previous 30,777 15.18%
Holding current value
$2.2 Billion
Previous $1.93 Billion 14.19%
% of portfolio
3.33%
Previous 3.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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