Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 659,989 shares of DUHP stock, worth $22.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

659,989

Previous 604,441 9.19%

Holding current value

$22.6 Million

Previous $20.4 Million 7.09%

% of portfolio

0.21%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$32.57 - $35.82 $1.81 Million - $1.99 Million	55,548 Added 9.19%	659,989 $21.9 Million
Q4 2024 Feb 13, 2025	BUY	$33.62 - $35.69 $1.88 Million - $2 Million	55,929 Added 10.2%	604,441 $20.4 Million
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $1.37 Million - $1.52 Million	44,566 Added 8.84%	548,512 $18.7 Million
Q2 2024 Aug 12, 2024	BUY	$29.72 - $32.4 $826,334 - $900,849	27,804 Added 5.84%	503,946 $16.1 Million
Q1 2024 May 15, 2024	SELL	$28.16 - $31.61 $20.5 Million - $23 Million	-728,567 Reduced 60.48%	476,142 $15.1 Million
Q4 2023 Feb 14, 2024	BUY	$24.79 - $28.64 $3.1 Million - $3.58 Million	125,129 Added 11.59%	1,204,709 $34.5 Million
Q3 2023 Oct 11, 2023	BUY	$25.64 - $27.32 $2.23 Million - $2.38 Million	86,963 Added 8.76%	1,079,580 $27.7 Million
Q2 2023 Jul 10, 2023	BUY	$24.51 - $26.54 $2.28 Million - $2.47 Million	93,208 Added 10.36%	992,617 $26.3 Million
Q1 2023 Apr 14, 2023	BUY	$23.91 - $25.61 $17.3 Million - $18.5 Million	724,034 Added 412.85%	899,409 $22.6 Million
Q4 2022 Jan 31, 2023	BUY	$21.59 - $25.35 $860,858 - $1.01 Million	39,873 Added 29.43%	175,375 $4.21 Million
Q3 2022 Oct 25, 2022	BUY	$21.34 - $25.56 $550,785 - $659,703	25,810 Added 23.53%	135,502 $2.89 Million
Q2 2022 Aug 03, 2022	BUY	$21.86 - $26.49 $2.4 Million - $2.91 Million	109,692 New	109,692 $2.47 Million

Others Institutions Holding DUHP

# of Institutions

416

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
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Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History