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 791,209 shares of DUHP stock, worth $27 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares

791,209

Previous 1,501,479 47.3%

Holding current value

$27 Million

Previous $25.1 Million 7.22%

% of portfolio

4.73%

Previous 4.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$30.74 - $34.07 $21.8 Million - $24.2 Million	-710,270 Reduced 47.3%	791,209 $27 Million
Q2 2024 Aug 06, 2024	BUY	$29.72 - $32.4 $20.7 Million - $22.5 Million	695,576 Added 86.31%	1,501,479 $25.1 Million
Q1 2024 May 02, 2024	SELL	$28.16 - $31.61 $579,363 - $650,344	-20,574 Reduced 2.49%	805,903 $25.5 Million
Q4 2023 Feb 08, 2024	SELL	$24.79 - $28.64 $196,733 - $227,287	-7,936 Reduced 0.95%	826,477 $23.6 Million
Q3 2023 Nov 13, 2023	SELL	$25.64 - $27.32 $282,398 - $300,902	-11,014 Reduced 1.3%	834,413 $21.4 Million
Q2 2023 Aug 10, 2023	SELL	$24.51 - $26.54 $3.37 Million - $3.65 Million	-137,551 Reduced 13.99%	845,427 $22.4 Million
Q1 2023 May 03, 2023	SELL	$23.91 - $25.61 $22.6 Million - $24.2 Million	-944,222 Reduced 48.99%	982,978 $24.7 Million
Q3 2022 Nov 15, 2022	BUY	$21.34 - $25.56 $37.7 Million - $45.2 Million	1,767,201 Added 1104.51%	1,927,200 $41.1 Million
Q2 2022 Aug 15, 2022	BUY	$21.86 - $26.49 $59,065 - $71,575	2,702 Added 1.72%	159,999 $3.6 Million
Q1 2022 May 09, 2022	BUY	$24.43 - $26.86 $3.84 Million - $4.22 Million	157,297 New	157,297 $4.12 Million

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

View Full List

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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History