Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 265,728 shares of DIHP stock, worth $6.83 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
265,728
Previous 455,675 41.68%
Holding current value
$6.83 Million
Previous $6.8 Million 8.22%
% of portfolio
1.29%
Previous 1.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$25.23 - $27.94 $4.79 Million - $5.31 Million
-189,947 Reduced 41.68%
265,728 $7.36 Million
Q2 2024

Aug 06, 2024
BUY
$25.66 - $27.34 $5.07 Million - $5.41 Million
197,709 Added 76.64%
455,675 $6.8 Million
Q1 2024

May 02, 2024
SELL
$24.77 - $26.98 $41,836 - $45,569
-1,689 Reduced 0.65%
257,966 $6.95 Million
Q4 2023

Feb 08, 2024
SELL
$22.28 - $25.74 $16,264 - $18,790
-730 Reduced 0.28%
259,655 $6.66 Million
Q3 2023

Nov 13, 2023
BUY
$23.09 - $25.15 $52,229 - $56,889
2,262 Added 0.88%
260,385 $6.04 Million
Q2 2023

Aug 10, 2023
SELL
$23.55 - $25.01 $1.12 Million - $1.18 Million
-47,357 Reduced 15.5%
258,123 $6.32 Million
Q1 2023

May 03, 2023
SELL
$22.15 - $24.29 $3.21 Million - $3.52 Million
-144,988 Reduced 32.19%
305,480 $7.39 Million
Q3 2022

Nov 15, 2022
BUY
$18.92 - $22.98 $7.73 Million - $9.39 Million
408,633 Added 976.77%
450,468 $8.59 Million
Q2 2022

Aug 15, 2022
SELL
$21.08 - $25.48 $33,348 - $40,309
-1,582 Reduced 3.64%
41,835 $893,000
Q1 2022

May 09, 2022
BUY
$25.06 - $25.53 $1.09 Million - $1.11 Million
43,417 New
43,417 $1.06 Million

Others Institutions Holding DIHP

# of Institutions
208
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DIHP Quotes by TradingView
  • Ticker DIHP
  • Sector ETFs
  • Industry ETFs
More about DIHP
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