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 770,937 shares of DUHP stock, worth $26.6 Million. This represents 10.26% of its overall portfolio holdings.

Number of Shares
770,937
Previous 940,696 18.05%
Holding current value
$26.6 Million
Previous $30.1 Billion 12.72%
% of portfolio
10.26%
Previous 7.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
328
Shares Held
207M
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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