Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Family Wealth Partners, LLC

$210 Billion
Q4 2024

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 239,486 shares of DUHP stock, worth $7.92 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

239,486

Previous 199,717 19.91%

Holding current value

$7.92 Million

Previous $6.8 Billion 18.93%

% of portfolio

3.85%

Previous 3.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$33.62 - $35.69 $1.34 Million - $1.42 Million	39,769 Added 19.91%	239,486 $8.09 Billion
Q3 2024 Oct 09, 2024	BUY	$30.74 - $34.07 $119,240 - $132,157	3,879 Added 1.98%	199,717 $6.8 Billion
Q2 2024 Jul 10, 2024	BUY	$29.72 - $32.4 $733,073 - $799,178	24,666 Added 14.41%	195,838 $6.26 Billion
Q1 2024 Apr 16, 2024	BUY	$28.16 - $31.61 $1.78 Million - $2 Million	63,375 Added 58.79%	171,172 $5.41 Billion
Q4 2023 Mar 20, 2024	BUY	$24.79 - $28.64 $2.67 Million - $3.09 Million	107,797 New	107,797 $3.08 Billion

Others Institutions Holding DUHP

# of Institutions

391

Shares Held

219M

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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Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History