Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 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 1,501,479 shares of DUHP stock, worth $50.9 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
1,501,479
Previous 805,903 86.31%
Holding current value
$50.9 Million
Previous $25.5 Million 1.33%
% of portfolio
4.61%
Previous 4.97%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
301
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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