Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 16,572 shares of DUHP stock, worth $549,361. This represents 0.2% of its overall portfolio holdings.

Number of Shares
16,572
Previous 12,207 35.76%
Holding current value
$549,361
Previous $415,000 34.7%
% of portfolio
0.2%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$33.62 - $35.69 $146,751 - $155,786
4,365 Added 35.76%
16,572 $559,000
Q3 2024

Oct 30, 2024
BUY
$30.74 - $34.07 $77,987 - $86,435
2,537 Added 26.24%
12,207 $415,000
Q2 2024

Jul 26, 2024
BUY
$29.72 - $32.4 $287,392 - $313,308
9,670 New
9,670 $309,000

Others Institutions Holding DUHP

# of Institutions
393
Shares Held
219M
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email