Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 491,194 shares of DUHP stock, worth $18.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
491,194
Previous 477,970 2.77%
Holding current value
$18.6 Million
Previous $15.8 Million 10.27%
% of portfolio
0.19%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$29.36 - $35.56 $388,256 - $470,245
13,224 Added 2.77%
491,194 $17.5 Million
Q1 2025

May 15, 2025
BUY
$32.57 - $35.82 $86,799 - $95,460
2,665 Added 0.56%
477,970 $15.8 Million
Q4 2024

Feb 14, 2025
BUY
$33.62 - $35.69 $11.8 Million - $12.5 Million
350,850 Added 281.91%
475,305 $16.1 Million
Q3 2024

Nov 14, 2024
SELL
$30.74 - $34.07 $16,599 - $18,397
-540 Reduced 0.43%
124,455 $4.24 Million
Q2 2024

Aug 14, 2024
BUY
$29.72 - $32.4 $11,679 - $12,733
393 Added 0.32%
124,995 $4 Million
Q1 2024

May 15, 2024
BUY
$28.16 - $31.61 $96,363 - $108,169
3,422 Added 2.82%
124,602 $3.94 Million
Q4 2023

Feb 13, 2024
SELL
$24.79 - $28.64 $41,324 - $47,742
-1,667 Reduced 1.36%
121,180 $3.47 Million
Q3 2023

Nov 15, 2023
BUY
$25.64 - $27.32 $15,076 - $16,064
588 Added 0.48%
122,847 $3.16 Million
Q2 2023

Aug 15, 2023
BUY
$24.51 - $26.54 $10,588 - $11,465
432 Added 0.35%
122,259 $3.24 Million
Q1 2023

May 03, 2023
BUY
$23.91 - $25.61 $2.91 Million - $3.12 Million
121,827 New
121,827 $3.06 Million

Others Institutions Holding DUHP

# of Institutions
472
Shares Held
249M
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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