Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History

Investmark Advisory Group LLC

$202 Million
Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 90,873 shares of DUHP stock, worth $3.17 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

90,873

Previous 90,414 0.51%

Holding current value

$3.17 Million

Previous $2.89 Million 7.05%

% of portfolio

1.53%

Previous 1.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $14,109 - $15,638	459 Added 0.51%	90,873 $3.1 Million
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.4 $88,179 - $96,130	2,967 Added 3.39%	90,414 $2.89 Million
Q1 2024 May 17, 2024	BUY	$28.16 - $31.61 $68,710 - $77,128	2,440 Added 2.87%	87,447 $2.76 Million
Q4 2023 Feb 14, 2024	BUY	$24.79 - $28.64 $230,497 - $266,294	9,298 Added 12.28%	85,007 $2.43 Million
Q2 2023 Aug 14, 2023	BUY	$24.51 - $26.54 $459,758 - $497,837	18,758 Added 32.94%	75,709 $2.01 Million
Q1 2023 May 15, 2023	BUY	$23.91 - $25.61 $361,375 - $387,069	15,114 Added 36.13%	56,951 $1.43 Million
Q4 2022 Jan 24, 2023	BUY	$21.59 - $25.35 $466,991 - $548,320	21,630 Added 107.04%	41,837 $0
Q3 2022 Nov 14, 2022	BUY	$21.34 - $25.56 $193,745 - $232,059	9,079 Added 81.59%	20,207 $431,000
Q2 2022 Jul 15, 2022	BUY	$21.86 - $26.49 $243,258 - $294,780	11,128 New	11,128 $250,000

Others Institutions Holding DUHP

# of Institutions

345

Shares Held

209M

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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Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History