Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 270,614 shares of DIHP stock, worth $7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
270,614
Previous 189,907 42.5%
Holding current value
$7 Million
Previous $5 Million 49.98%
% of portfolio
0.28%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$25.23 - $27.94 $2.04 Million - $2.25 Million
80,707 Added 42.5%
270,614 $7.5 Million
Q2 2024

Aug 12, 2024
BUY
$25.66 - $27.34 $2.34 Million - $2.49 Million
91,230 Added 92.45%
189,907 $5 Million
Q1 2024

May 10, 2024
BUY
$24.77 - $26.98 $1.72 Million - $1.87 Million
69,273 Added 235.59%
98,677 $2.66 Million
Q4 2023

Feb 13, 2024
BUY
$22.28 - $25.74 $655,121 - $756,858
29,404 New
29,404 $754,000

Others Institutions Holding DIHP

# of Institutions
208
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DIHP Quotes by TradingView
  • Ticker DIHP
  • Sector ETFs
  • Industry ETFs
More about DIHP
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email