Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

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 475,305 shares of DUHP stock, worth $16.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

475,305

Previous 124,455 281.91%

Holding current value

$16.9 Million

Previous $4.24 Million 278.77%

% of portfolio

0.2%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

386

Shares Held

220M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History