Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Disciplined Investments, LLC

$180 Million
Q1 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 11,291 shares of DUHP stock, worth $364,812. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,291

Previous 8,178 38.07%

Holding current value

$364,812

Previous $233,000 52.79%

% of portfolio

0.2%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$22.82 - $25.35 $11,501 - $12,776	504 Added 30.98%	2,131 $51,000
Q3 2022 Nov 03, 2022	BUY	$21.92 - $25.56 $18,062 - $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

268

Shares Held

163M

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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Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History