Wingate Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025
Number of Shares
14,440
Previous 14,376 0.45%
Holding current value
$475 Million
Previous $446 Million 6.53%
% of portfolio
0.33%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
64 Added 0.45%
14,440 $475 Million
Q2 2025

Jul 29, 2025
BUY
N/A
67 Added 0.47%
14,376 $446 Million
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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