Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Aprio Wealth Management, LLC

$731 Million
Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,406,046 shares of DUHP stock, worth $86.1 Million. This represents 10.9% of its overall portfolio holdings.

Number of Shares

2,406,046

Previous 2,570,342 6.39%

Holding current value

$86.1 Million

Previous $86.9 Million 8.19%

% of portfolio

10.9%

Previous 13.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$32.57 - $35.82 $5.35 Million - $5.89 Million	-164,296 Reduced 6.39%	2,406,046 $79.7 Million
Q4 2024 Jan 10, 2025	BUY	$33.62 - $35.69 $6.58 Million - $6.98 Million	195,678 Added 8.24%	2,570,342 $86.9 Million
Q3 2024 Oct 07, 2024	BUY	$30.74 - $34.07 $4.48 Million - $4.96 Million	145,701 Added 6.54%	2,374,664 $80.9 Million
Q2 2024 Jul 10, 2024	SELL	$29.72 - $32.4 $6.56 Million - $7.15 Million	-220,765 Reduced 9.01%	2,228,963 $71.3 Million
Q1 2024 Apr 10, 2024	BUY	$28.16 - $31.61 $14.6 Million - $16.4 Million	518,375 Added 26.84%	2,449,728 $77.4 Million
Q4 2023 Jan 17, 2024	BUY	$24.79 - $28.64 $1.05 Million - $1.21 Million	42,351 Added 2.24%	1,931,353 $55.3 Million
Q3 2023 Oct 10, 2023	BUY	$25.64 - $27.32 $2.2 Million - $2.34 Million	85,735 Added 4.75%	1,889,002 $48.5 Million
Q2 2023 Jul 13, 2023	SELL	$24.51 - $26.54 $106,324 - $115,130	-4,338 Reduced 0.24%	1,803,267 $47.9 Million
Q1 2023 Apr 14, 2023	BUY	$23.91 - $25.61 $9.35 Million - $10 Million	390,877 Added 27.59%	1,807,605 $45.4 Million
Q4 2022 Jan 11, 2023	BUY	$21.59 - $25.35 $18.7 Million - $21.9 Million	865,333 Added 156.94%	1,416,728 $0
Q3 2022 Oct 13, 2022	BUY	$21.34 - $25.56 $10.5 Million - $12.5 Million	489,971 Added 797.69%	551,395 $11.8 Million
Q2 2022 Jul 26, 2022	BUY	$21.86 - $26.49 $1.34 Million - $1.63 Million	61,424 New	61,424 $1.38 Million

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History