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 560,920 shares of DUHP stock, worth $19.1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
560,920
Previous 515,524 8.81%
Holding current value
$19.1 Million
Previous $16.5 Million 15.88%
% of portfolio
0.7%
Previous 0.63%

Shares

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

Oct 31, 2024

BUY
$30.74 - $34.07 $1.4 Million - $1.55 Million
45,396 Added 8.81%
560,920 $19.1 Million
Q2 2024

Aug 12, 2024

BUY
$29.72 - $32.4 $5.2 Million - $5.67 Million
174,877 Added 51.34%
515,524 $16.5 Million
Q1 2024

May 10, 2024

BUY
$28.16 - $31.61 $1.89 Million - $2.12 Million
66,967 Added 24.47%
340,647 $10.8 Million
Q4 2023

Feb 13, 2024

BUY
$24.79 - $28.64 $1.35 Million - $1.56 Million
54,403 Added 24.81%
273,680 $7.83 Million
Q3 2023

Nov 08, 2023

BUY
$25.64 - $27.32 $520,030 - $554,104
20,282 Added 10.19%
219,277 $5.63 Million
Q2 2023

Aug 10, 2023

BUY
$24.51 - $26.54 $547,283 - $592,611
22,329 Added 12.64%
198,995 $5.28 Million
Q1 2023

May 02, 2023

BUY
$23.91 - $25.61 $422,752 - $452,810
17,681 Added 11.12%
176,666 $4.44 Million
Q4 2022

Feb 14, 2023

BUY
$21.59 - $25.35 $2.56 Million - $3.01 Million
118,634 Added 294.01%
158,985 $3.82 Million
Q3 2022

Nov 08, 2022

BUY
$21.34 - $25.56 $861,090 - $1.03 Million
40,351 New
40,351 $861,000

Others Institutions Holding DUHP

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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