Wms Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History

Wms Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$41.17 - $43.34 $320,837 - $337,748	-7,793 Reduced 3.75%	199,812 $8.26 Million
Q3 2024 Nov 13, 2024	SELL	$41.34 - $43.55 $178,092 - $187,613	-4,308 Reduced 2.03%	207,605 $8.97 Million
Q2 2024 Aug 14, 2024	SELL	$40.79 - $41.97 $764,241 - $786,349	-18,736 Reduced 8.12%	211,913 $8.8 Million
Q1 2024 May 15, 2024	BUY	$41.54 - $42.6 $100,526 - $103,092	2,420 Added 1.06%	230,649 $9.68 Million
Q4 2023 Feb 12, 2024	BUY	$39.52 - $42.54 $9.02 Million - $9.71 Million	228,229 New	228,229 $9.68 Million

428

113M

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