Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Safeguard Investment Advisory Group, LLC

$399 Million
Q2 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,412,396 shares of DUHP stock, worth $53.6 Million. This represents 12.58% of its overall portfolio holdings.

Number of Shares

1,412,396

Previous 1,450,615 2.63%

Holding current value

$53.6 Million

Previous $48.1 Million 4.47%

% of portfolio

12.58%

Previous 13.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$29.36 - $35.56 $1.12 Million - $1.36 Million	-38,219 Reduced 2.63%	1,412,396 $50.2 Million
Q1 2025 May 15, 2025	BUY	$32.57 - $35.82 $129,140 - $142,026	3,965 Added 0.27%	1,450,615 $48.1 Million
Q4 2024 Feb 14, 2025	BUY	$33.62 - $35.69 $1.07 Million - $1.13 Million	31,801 Added 2.25%	1,446,650 $48.9 Million
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $1.41 Million - $1.56 Million	45,819 Added 3.35%	1,414,849 $48.2 Million
Q2 2024 Aug 09, 2024	BUY	$29.72 - $32.4 $3.53 Million - $3.85 Million	118,676 Added 9.49%	1,369,030 $43.8 Million
Q1 2024 May 13, 2024	BUY	$28.16 - $31.61 $3.2 Million - $3.59 Million	113,503 Added 9.98%	1,250,354 $39.5 Million
Q4 2023 Jan 26, 2024	BUY	$24.79 - $28.64 $1.98 Million - $2.29 Million	79,872 Added 7.56%	1,136,851 $32.5 Million
Q3 2023 Nov 14, 2023	BUY	$25.64 - $27.32 $2.67 Million - $2.85 Million	104,245 Added 10.94%	1,056,979 $27.2 Million
Q2 2023 Aug 01, 2023	BUY	$24.51 - $26.54 $4.46 Million - $4.83 Million	181,853 Added 23.59%	952,734 $25.3 Million
Q1 2023 May 04, 2023	BUY	$23.91 - $25.61 $18.1 Million - $19.4 Million	757,470 Added 5648.12%	770,881 $19.4 Million
Q4 2022 Jan 26, 2023	BUY	$21.59 - $25.35 $289,543 - $339,968	13,411 New	13,411 $0

Others Institutions Holding DUHP

# of Institutions

472

Shares Held

249M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History