Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Disciplined Investments, LLC

$197 Million
Q4 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 45,842 shares of DUHP stock, worth $1.53 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

45,842

Previous 38,695 18.47%

Holding current value

$1.53 Million

Previous $1.32 Million 17.53%

% of portfolio

0.78%

Previous 0.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$33.62 - $35.69 $240,282 - $255,076	7,147 Added 18.47%	45,842 $1.55 Million
Q3 2024 Nov 04, 2024	BUY	$30.74 - $34.07 $613,662 - $680,139	19,963 Added 106.57%	38,695 $1.32 Million
Q2 2024 Aug 09, 2024	BUY	$29.72 - $32.4 $221,146 - $241,088	7,441 Added 65.9%	18,732 $599,000
Q1 2024 Apr 15, 2024	BUY	$28.16 - $31.61 $87,662 - $98,401	3,113 Added 38.07%	11,291 $356,000
Q4 2023 Jan 12, 2024	BUY	$24.79 - $28.64 $99 - $114	4 Added 0.05%	8,178 $233,000
Q3 2023 Nov 14, 2023	BUY	$25.64 - $27.32 $39,793 - $42,400	1,552 Added 23.44%	8,174 $209,000
Q2 2023 Jul 10, 2023	SELL	$24.51 - $26.54 $161,741 - $175,137	-6,599 Reduced 49.91%	6,622 $175,000
Q1 2023 May 10, 2023	BUY	$23.91 - $25.61 $265,161 - $284,014	11,090 Added 520.41%	13,221 $332,000
Q4 2022 Feb 01, 2023	BUY	$21.59 - $25.35 $10,881 - $12,776	504 Added 30.98%	2,131 $51,000
Q3 2022 Nov 03, 2022	BUY	$21.34 - $25.56 $17,584 - $21,061	824 Added 102.62%	1,627 $35,000
Q2 2022 Aug 09, 2022	BUY	$21.86 - $26.49 $17,553 - $21,271	803 New	803 $18,000

Others Institutions Holding DUHP

# of Institutions

393

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Disciplined Investments, LLC with notifications on news.

Account

Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History