Kingsview Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 101,401 shares of DUHP stock, worth $3.35 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

101,401

Previous 89,750 12.98%

Holding current value

$3.35 Million

Previous $3.06 Million 12.07%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$33.62 - $35.69 $391,706 - $415,824	11,651 Added 12.98%	101,401 $3.43 Million
Q3 2024 Nov 12, 2024	BUY	$30.74 - $34.07 $320,679 - $355,418	10,432 Added 13.15%	89,750 $3.06 Million
Q2 2024 Aug 14, 2024	SELL	$29.72 - $32.4 $1.02 Million - $1.11 Million	-34,171 Reduced 30.11%	79,318 $2.54 Million
Q1 2024 May 09, 2024	BUY	$28.16 - $31.61 $59,558 - $66,855	2,115 Added 1.9%	113,489 $3.59 Million
Q4 2023 Feb 08, 2024	SELL	$24.79 - $28.64 $456,532 - $527,434	-18,416 Reduced 14.19%	111,374 $3.19 Million
Q3 2023 Nov 07, 2023	BUY	$25.64 - $27.32 $1.98 Million - $2.1 Million	77,041 Added 146.05%	129,790 $3.33 Million
Q2 2023 Aug 10, 2023	SELL	$24.51 - $26.54 $114,045 - $123,490	-4,653 Reduced 8.11%	52,749 $1.4 Million
Q1 2023 May 15, 2023	BUY	$23.91 - $25.61 $1.37 Million - $1.47 Million	57,402 New	57,402 $1.44 Million

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

More about DUHP

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Kingsview Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History