Werba Rubin Papier Wealth Management DIMENSIONAL ETF TRUST Transaction History

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Number of Shares
25,286
Previous 21,825 15.86%
Holding current value
$779 Million
Previous $631 Million 23.47%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
N/A
3,461 Added 15.86%
25,286 $779 Million
Q2 2024

Aug 06, 2024
SELL
N/A
-586 Reduced 2.61%
21,825 $631 Million
Q1 2024

Apr 30, 2024
BUY
N/A
22,411 New
22,411 $672 Million
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