Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 199,717 shares of DUHP stock, worth $7 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
199,717
Previous 195,838 1.98%
Holding current value
$7 Million
Previous $6.26 Billion 8.61%
% of portfolio
3.48%
Previous 3.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$30.74 - $34.07 $119,240 - $132,157
3,879 Added 1.98%
199,717 $6.8 Billion
Q2 2024

Jul 10, 2024
BUY
$29.72 - $32.4 $733,073 - $799,178
24,666 Added 14.41%
195,838 $6.26 Billion
Q1 2024

Apr 16, 2024
BUY
$28.16 - $31.61 $1.78 Million - $2 Million
63,375 Added 58.79%
171,172 $5.41 Billion
Q4 2023

Mar 20, 2024
BUY
$24.79 - $28.64 $2.67 Million - $3.09 Million
107,797 New
107,797 $3.08 Billion

Others Institutions Holding DUHP

# of Institutions
310
Shares Held
196M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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