Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History

Satovsky Asset Management LLC

$342 Million
Q1 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 375,342 shares of DUHP stock, worth $12.1 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

375,342

Previous 402,005 6.63%

Holding current value

$12.1 Million

Previous $11.5 Million 3.16%

% of portfolio

3.47%

Previous 3.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$22.82 - $25.35 $2.22 Million - $2.47 Million	97,410 Added 105.48%	189,757 $0
Q3 2022 Oct 21, 2022	BUY	$21.92 - $25.56 $511,042 - $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

268

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

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