Lam Group, Inc. Dimensional ETF Tr Dimensional Transaction History

Lam Group, Inc.

$120 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$33.62 - $35.69 $1,849 - $1,962	55 Added 4.82%	1,195 $40,000
Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.4 $7,430 - $8,100	250 Added 28.09%	1,140 $36.5 Million
Q1 2024 Apr 05, 2024	BUY	$28.16 - $31.61 $140 - $158	5 Added 0.56%	890 $28.1 Million
Q4 2023 Jan 30, 2024	BUY	$24.79 - $28.64 $247 - $286	10 Added 1.14%	885 $25.3 Million
Q3 2023 Oct 18, 2023	BUY	$25.64 - $27.32 $21,409 - $22,812	835 Added 2087.5%	875 $22.5 Million
Q2 2023 Jul 14, 2023	BUY	$24.51 - $26.54 $122 - $132	5 Added 14.29%	40 $1.06 Million
Q1 2023 Apr 10, 2023	BUY	$23.91 - $25.61 $239 - $256	10 Added 40.0%	35 $880,000
Q4 2022 Jan 12, 2023	BUY	$21.59 - $25.35 $539 - $633	25 New	25 $600,000

Others Institutions Holding DUHP

# of Institutions

395

Shares Held

221M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.21 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.13 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$257 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$218 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$217 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lam Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lam Group, Inc. with notifications on news.