True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 448,238 shares of DIHP stock, worth $12 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

448,238

Previous 555,100 19.25%

Holding current value

$12 Million

Previous $14.6 Billion 15.02%

% of portfolio

4.85%

Previous 3.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$25.23 - $27.94 $2.7 Million - $2.99 Million	-106,862 Reduced 19.25%	448,238 $12.4 Billion
Q2 2024 Aug 14, 2024	BUY	$25.66 - $27.34 $233,916 - $249,231	9,116 Added 1.67%	555,100 $14.6 Billion
Q1 2024 May 14, 2024	BUY	$24.77 - $26.98 $2.57 Million - $2.8 Million	103,898 Added 23.5%	545,984 $14.7 Billion
Q4 2023 Feb 14, 2024	BUY	$22.28 - $25.74 $812,484 - $938,660	36,467 Added 8.99%	442,086 $11.3 Billion
Q3 2023 Nov 13, 2023	BUY	$23.09 - $25.15 $1.63 Million - $1.77 Million	70,464 Added 21.02%	405,619 $9.41 Billion
Q2 2023 Aug 14, 2023	BUY	$23.55 - $25.01 $844,338 - $896,683	35,853 Added 11.98%	335,155 $8.2 Billion
Q1 2023 May 12, 2023	BUY	$22.15 - $24.29 $286,089 - $313,729	12,916 Added 4.51%	299,302 $7.24 Billion
Q4 2022 Feb 15, 2023	BUY	$19.06 - $23.03 $5.46 Million - $6.6 Million	286,386 New	286,386 $6.31 Billion

Others Institutions Holding DIHP

# of Institutions

223

Shares Held

121M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History