Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 308,331 shares of DIHP stock, worth $8.95 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

308,331

Previous 285,858 7.86%

Holding current value

$8.95 Million

Previous $7.21 Billion 15.17%

% of portfolio

3.79%

Previous 3.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$25.1 - $27.85 $564,072 - $625,873	22,473 Added 7.86%	308,331 $8.31 Billion
Q4 2024 Jan 14, 2025	BUY	$25.15 - $27.57 $1.54 Million - $1.69 Million	61,176 Added 27.23%	285,858 $7.21 Billion
Q3 2024 Oct 09, 2024	BUY	$25.23 - $27.94 $182,589 - $202,201	7,237 Added 3.33%	224,682 $6.22 Billion
Q2 2024 Jul 10, 2024	BUY	$25.66 - $27.34 $728,461 - $776,155	28,389 Added 15.02%	217,445 $5.72 Billion
Q1 2024 Apr 16, 2024	BUY	$24.77 - $26.98 $1.82 Million - $1.99 Million	73,577 Added 63.71%	189,056 $5.09 Billion
Q4 2023 Mar 20, 2024	BUY	$22.28 - $25.74 $2.57 Million - $2.97 Million	115,479 New	115,479 $2.96 Billion

Others Institutions Holding DIHP

# of Institutions

264

Shares Held

143M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

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Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History