Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History

Satovsky Asset Management LLC

$437 Million
Q4 2024

A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 1,291,353 shares of DUHP stock, worth $45.2 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares

1,291,353

Previous 1,305,322 1.07%

Holding current value

$45.2 Million

Previous $44.5 Million 1.88%

% of portfolio

9.99%

Previous 10.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$33.62 - $35.69 $469,637 - $498,553	-13,969 Reduced 1.07%	1,291,353 $43.6 Million
Q3 2024 Oct 18, 2024	BUY	$30.74 - $34.07 $350,589 - $388,568	11,405 Added 0.88%	1,305,322 $44.5 Million
Q2 2024 Aug 02, 2024	BUY	$29.72 - $32.4 $27.3 Million - $29.8 Million	918,575 Added 244.73%	1,293,917 $41.4 Million
Q1 2024 Apr 23, 2024	SELL	$28.16 - $31.61 $750,830 - $842,817	-26,663 Reduced 6.63%	375,342 $11.9 Million
Q4 2023 Jan 23, 2024	BUY	$24.79 - $28.64 $545,132 - $629,793	21,990 Added 5.79%	402,005 $11.5 Million
Q3 2023 Oct 23, 2023	BUY	$25.64 - $27.32 $1.02 Million - $1.09 Million	39,768 Added 11.69%	380,015 $9.76 Million
Q2 2023 Jul 28, 2023	BUY	$24.51 - $26.54 $1.14 Million - $1.24 Million	46,615 Added 15.88%	340,247 $9.03 Million
Q1 2023 Apr 26, 2023	BUY	$23.91 - $25.61 $2.48 Million - $2.66 Million	103,875 Added 54.74%	293,632 $7.38 Million
Q4 2022 Jan 24, 2023	BUY	$21.59 - $25.35 $2.1 Million - $2.47 Million	97,410 Added 105.48%	189,757 $0
Q3 2022 Oct 21, 2022	BUY	$21.34 - $25.56 $497,520 - $595,905	23,314 Added 33.77%	92,347 $1.97 Million
Q2 2022 Aug 02, 2022	BUY	$21.86 - $26.49 $1.51 Million - $1.83 Million	69,033 New	69,033 $1.56 Million

Others Institutions Holding DUHP

# of Institutions

364

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History