Milestone Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,718 shares of DIHP stock, worth $101,241. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,718

Previous 165,982 97.76%

Holding current value

$101,241

Previous $4.6 Million 97.98%

% of portfolio

0.03%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$25.15 - $27.57 $4.08 Million - $4.47 Million	-162,264 Reduced 97.76%	3,718 $93,000
Q3 2024 Oct 30, 2024	BUY	$25.23 - $27.94 $27,828 - $30,817	1,103 Added 0.67%	165,982 $4.6 Million
Q2 2024 Aug 13, 2024	BUY	$25.66 - $27.34 $1.99 Million - $2.12 Million	77,625 Added 88.96%	164,879 $4.34 Million
Q1 2024 May 14, 2024	BUY	$24.77 - $26.98 $1.36 Million - $1.49 Million	55,090 Added 171.28%	87,254 $2.35 Million
Q4 2023 Feb 09, 2024	SELL	$22.28 - $25.74 $94,690 - $109,395	-4,250 Reduced 11.67%	32,164 $825,000
Q3 2023 Nov 08, 2023	SELL	$23.09 - $25.15 $4,110 - $4,476	-178 Reduced 0.49%	36,414 $844,000
Q2 2023 Aug 02, 2023	BUY	$23.55 - $25.01 $861,741 - $915,165	36,592 New	36,592 $895,000

Others Institutions Holding DIHP

# of Institutions

246

Shares Held

127M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

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Milestone Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History