Wms Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Wms Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$46.75 - $47.8 $68,161 - $69,692	-1,458 Reduced 11.91%	10,788 $505,000
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $2,961 - $3,013	63 Added 0.52%	12,246 $584,000
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $122,290 - $123,627	2,622 Added 27.42%	12,183 $572,000
Q1 2024 May 15, 2024	SELL	$46.78 - $47.19 $47,341 - $47,756	-1,012 Reduced 9.57%	9,561 $449,000
Q4 2023 Feb 12, 2024	BUY	$46.16 - $47.09 $488,049 - $497,882	10,573 New	10,573 $497,000

353

68M

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