Wealth Management Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 331,100 shares of DUHP stock, worth $11.5 Million. This represents 7.55% of its overall portfolio holdings.

Number of Shares
331,100
Previous 305,861 8.25%
Holding current value
$11.5 Million
Previous $10.3 Million 6.16%
% of portfolio
7.55%
Previous 8.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$32.57 - $35.82 $822,034 - $904,060
25,239 Added 8.25%
331,100 $11 Million
Q4 2024

Feb 20, 2025
BUY
$33.62 - $35.69 $10.3 Million - $10.9 Million
305,861 New
305,861 $10.3 Million

Others Institutions Holding DUHP

# of Institutions
418
Shares Held
228M
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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