Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,913 shares of DUHP stock, worth $805,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,913
Previous 13,949 64.26%
Holding current value
$805,621
Previous $475,000 62.95%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$33.62 - $35.69 $301,369 - $319,925
8,964 Added 64.26%
22,913 $774,000
Q3 2024

Nov 14, 2024
SELL
$30.74 - $34.07 $6,055 - $6,711
-197 Reduced 1.39%
13,949 $475,000
Q2 2024

Aug 08, 2024
BUY
$29.72 - $32.4 $83,186 - $90,687
2,799 Added 24.67%
14,146 $452,000
Q4 2023

Feb 12, 2024
BUY
$24.79 - $28.64 $281,292 - $324,978
11,347 New
11,347 $324,000

Others Institutions Holding DUHP

# of Institutions
373
Shares Held
216M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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