Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,940 shares of DUHP stock, worth $138,018. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,940

Previous 3,929 0.28%

Holding current value

$138,018

Previous $125,000 7.2%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$30.74 - $34.07 $338 - $374	11 Added 0.28%	3,940 $134,000
Q2 2024 Jul 26, 2024	BUY	$29.72 - $32.4 $356 - $388	12 Added 0.31%	3,929 $125,000
Q1 2024 Apr 29, 2024	SELL	$28.16 - $31.61 $25,991 - $29,176	-923 Reduced 19.07%	3,917 $123,000
Q4 2023 Jan 23, 2024	SELL	$24.79 - $28.64 $8,726 - $10,081	-352 Reduced 6.78%	4,840 $138,000
Q3 2023 Oct 25, 2023	BUY	$25.64 - $27.32 $461 - $491	18 Added 0.35%	5,192 $133,000
Q2 2023 Aug 03, 2023	BUY	$24.51 - $26.54 $19,534 - $21,152	797 Added 18.21%	5,174 $137,000
Q1 2023 May 08, 2023	BUY	$23.91 - $25.61 $104,654 - $112,094	4,377 New	4,377 $110,000

Others Institutions Holding DUHP

# of Institutions

343

Shares Held

209M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History