Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 141,976 shares of DUHP stock, worth $4.78 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

141,976

Previous 99,154 43.19%

Holding current value

$4.78 Million

Previous $2.63 Million 38.62%

% of portfolio

1.16%

Previous 0.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 20, 2023	BUY	$25.64 - $27.32 $1.1 Million - $1.17 Million	42,822 Added 43.19%	141,976 $3.65 Million
Q2 2023 Aug 04, 2023	BUY	$24.51 - $26.54 $440,665 - $477,162	17,979 Added 22.15%	99,154 $2.63 Million
Q1 2023 May 05, 2023	BUY	$23.91 - $25.61 $58,316 - $62,462	2,439 Added 3.1%	81,175 $2.04 Million
Q4 2022 Feb 13, 2023	BUY	$21.59 - $25.35 $883,786 - $1.04 Million	40,935 Added 108.29%	78,736 $1.89 Million
Q3 2022 Nov 07, 2022	BUY	$21.34 - $25.56 $770,694 - $923,099	36,115 Added 2142.05%	37,801 $806,000
Q2 2022 Jul 22, 2022	BUY	$21.86 - $26.49 $36,855 - $44,662	1,686 New	1,686 $37,000

Others Institutions Holding DUHP

# of Institutions

416

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History