Warner Financial, Inc Dimensional US Large Cap Value ETF Transaction History

Warner Financial, Inc

  • $242 Million
  • Q2 2025
Number of Shares
12,660
Previous 12,601 0.47%
Holding current value
$393,000
Previous $385,000 2.08%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Jul 21, 2025
BUY
N/A
59 Added 0.47%
12,660 $393,000
Q1 2025

Apr 21, 2025
BUY
N/A
52 Added 0.41%
12,601 $385,000
Q4 2024

Jan 22, 2025
BUY
N/A
61 Added 0.49%
12,549 $377,000
Q3 2024

Oct 21, 2024
BUY
N/A
54 Added 0.43%
12,488 $385,000
Q2 2024

Jul 23, 2024
BUY
N/A
53 Added 0.43%
12,434 $359,000
Q1 2024

Apr 23, 2024
BUY
N/A
3,031 Added 32.42%
12,381 $371,000
Q4 2023

Jan 30, 2024
BUY
N/A
9,350 New
9,350 $253,000
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