Zhang Financial LLC DIMENSIONAL US Transaction History

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Number of Shares
56,975
Previous 28,659 98.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
N/A
28,316 Added 98.8%
56,975 $0
Q1 2025

Apr 15, 2025
BUY
N/A
95 Added 0.33%
28,659 $0
Q4 2024

Jan 16, 2025
SELL
N/A
-1,125 Reduced 3.79%
28,564 $0
Q3 2024

Oct 15, 2024
SELL
N/A
-1,564 Reduced 5.0%
29,689 $0
Q2 2024

Jul 19, 2024
BUY
N/A
1 Added 0.0%
31,253 $0
Q1 2024

Apr 24, 2024
BUY
N/A
1,008 Added 3.33%
31,252 $0
Q4 2023

Jan 31, 2024
BUY
N/A
30,244 New
30,244 $0
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