True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

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 763,267 shares of DUHP stock, worth $26.5 Million. This represents 9.63% of its overall portfolio holdings.

Number of Shares

763,267

Previous 770,716 0.97%

Holding current value

$26.5 Million

Previous $26 Billion 2.87%

% of portfolio

9.63%

Previous 10.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$32.57 - $35.82 $242,613 - $266,823	-7,449 Reduced 0.97%	763,267 $25.3 Billion
Q4 2024 Feb 14, 2025	SELL	$33.62 - $35.69 $7,430 - $7,887	-221 Reduced 0.03%	770,716 $26 Billion
Q3 2024 Nov 14, 2024	SELL	$30.74 - $34.07 $5.22 Million - $5.78 Million	-169,759 Reduced 18.05%	770,937 $26.3 Billion
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.4 $502,178 - $547,462	16,897 Added 1.83%	940,696 $30.1 Billion
Q1 2024 May 14, 2024	BUY	$28.16 - $31.61 $3.44 Million - $3.86 Million	122,130 Added 15.23%	923,799 $29.2 Billion
Q4 2023 Feb 14, 2024	BUY	$24.79 - $28.64 $1.96 Million - $2.27 Million	79,229 Added 10.97%	801,669 $22.9 Billion
Q3 2023 Nov 13, 2023	BUY	$25.64 - $27.32 $2.8 Million - $2.98 Million	109,091 Added 17.79%	722,440 $18.6 Billion
Q2 2023 Aug 14, 2023	BUY	$24.51 - $26.54 $1.43 Million - $1.55 Million	58,276 Added 10.5%	613,349 $16.3 Billion
Q1 2023 May 12, 2023	BUY	$23.91 - $25.61 $1.29 Million - $1.38 Million	53,765 Added 10.72%	555,073 $14 Billion
Q4 2022 Feb 15, 2023	BUY	$21.59 - $25.35 $10.8 Million - $12.7 Million	501,308 New	501,308 $12 Billion

Others Institutions Holding DUHP

# of Institutions

417

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History