3 D/L Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History

3 D/L Capital Management, LLC

$0
Q4 2023

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	SELL	$25.64 - $27.32 $2.24 Million - $2.38 Million	-87,273 Reduced 6.81%	1,194,035 $30.7 Million
Q2 2023 Aug 08, 2023	SELL	$24.51 - $26.54 $3.36 Million - $3.64 Million	-137,132 Reduced 9.67%	1,281,308 $34 Million
Q1 2023 May 05, 2023	SELL	$23.91 - $25.61 $332,659 - $356,311	-13,913 Reduced 0.97%	1,418,440 $35.7 Million
Q4 2022 Feb 13, 2023	BUY	$21.59 - $25.35 $989,189 - $1.16 Million	45,817 Added 3.3%	1,432,353 $34.4 Million
Q3 2022 Nov 09, 2022	SELL	$21.34 - $25.56 $270,868 - $324,433	-12,693 Reduced 0.91%	1,386,536 $29.6 Million
Q2 2022 Aug 02, 2022	BUY	$21.86 - $26.49 $30.6 Million - $37.1 Million	1,399,229 New	1,399,229 $31.5 Million

Others Institutions Holding DUHP

# of Institutions

302

Shares Held

183M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

30.6M
Shares

$1.04 Billion
2.48% of portfolio
Envestnet Asset Management Inc

29.4M
Shares

$1 Billion
0.33% of portfolio
Merriman Wealth Management, LLC

8.21M
Shares

$280 Million
11.93% of portfolio
Vista Wealth Management Group, LLC

6.75M
Shares

$230 Million
16.37% of portfolio
Forum Financial Management, LP Lombard, IL

6.68M
Shares

$228 Million
4.41% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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