Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 95,054 shares of DUHP stock, worth $3.04 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
95,054
Previous 57,149 66.33%
Holding current value
$3.04 Million
Previous $1.81 Million 66.33%
% of portfolio
0.24%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$28.16 - $31.61 $1.07 Million - $1.2 Million
37,905 Added 66.33%
95,054 $3 Million
Q4 2023

Feb 09, 2024
BUY
$24.79 - $28.64 $959,422 - $1.11 Million
38,702 Added 209.8%
57,149 $1.64 Million
Q3 2023

Nov 03, 2023
BUY
$25.64 - $27.32 $462,878 - $493,207
18,053 Added 4581.98%
18,447 $473,000
Q2 2023

Aug 04, 2023
BUY
$24.51 - $26.54 $9,656 - $10,456
394 New
394 $10,000

Others Institutions Holding DUHP

# of Institutions
267
Shares Held
162M
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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