Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 45,890 shares of DUHP stock, worth $1.73 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
45,890
Previous 47,793 3.98%
Holding current value
$1.73 Million
Previous $1.7 Billion 1.99%
% of portfolio
0.43%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$35.76 - $37.93 $68,051 - $72,180
-1,903 Reduced 3.98%
45,890 $1.73 Billion
Q2 2025

Aug 13, 2025
BUY
$29.36 - $35.56 $822,402 - $996,071
28,011 Added 141.6%
47,793 $1.7 Billion
Q1 2025

Apr 23, 2025
BUY
$32.57 - $35.82 $644,299 - $708,591
19,782 New
19,782 $656 Million

Others Institutions Holding DUHP

# of Institutions
487
Shares Held
223M
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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