Wingate Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025
Number of Shares
14,309
Previous 14,250 0.41%
Holding current value
$437 Million
Previous $428 Million 2.22%
% of portfolio
0.5%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
59 Added 0.41%
14,309 $437 Million
Q4 2024

Jan 28, 2025
BUY
N/A
14,250 New
14,250 $428 Million
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