Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History

Retirement Solution Inc.

$152 Million
Q1 2025

A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 1,278,843 shares of DUHP stock, worth $44.4 Million. This represents 27.95% of its overall portfolio holdings.

Number of Shares

1,278,843

Previous 674,961 89.47%

Holding current value

$44.4 Million

Previous $22.8 Million 85.83%

% of portfolio

27.95%

Previous 15.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$32.57 - $35.82 $19.7 Million - $21.6 Million	603,882 Added 89.47%	1,278,843 $42.4 Million
Q4 2024 Feb 07, 2025	SELL	$33.62 - $35.69 $480,967 - $510,581	-14,306 Reduced 2.08%	674,961 $22.8 Million
Q3 2024 Nov 01, 2024	SELL	$30.74 - $34.07 $571,364 - $633,259	-18,587 Reduced 2.63%	689,267 $23.5 Million
Q2 2024 Jul 25, 2024	SELL	$29.72 - $32.4 $112,549 - $122,698	-3,787 Reduced 0.53%	707,854 $22.6 Million
Q1 2024 May 07, 2024	SELL	$28.16 - $31.61 $132,380 - $148,598	-4,701 Reduced 0.66%	711,641 $22.5 Million
Q4 2023 Feb 02, 2024	BUY	$24.79 - $28.64 $245,768 - $283,936	9,914 Added 1.4%	716,342 $20.5 Million
Q3 2023 Oct 13, 2023	BUY	$25.64 - $27.32 $587,027 - $625,491	22,895 Added 3.35%	706,428 $18.1 Million
Q2 2023 Aug 03, 2023	BUY	$24.51 - $26.54 $589,318 - $638,127	24,044 Added 3.65%	683,533 $18.1 Million
Q1 2023 Apr 13, 2023	BUY	$23.91 - $25.61 $15.8 Million - $16.9 Million	659,489 New	659,489 $16.6 Million

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
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Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History