Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 29,218 shares of DIHP stock, worth $851,996. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,218

Previous 29,500 0.96%

Holding current value

$851,996

Previous $684,000 9.5%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$22.28 - $25.74 $6,282 - $7,258	-282 Reduced 0.96%	29,218 $749,000
Q3 2023 Nov 09, 2023	BUY	$23.09 - $25.15 $831 - $905	36 Added 0.12%	29,500 $684,000
Q2 2023 Aug 14, 2023	SELL	$23.55 - $25.01 $6,923 - $7,352	-294 Reduced 0.99%	29,464 $721,000
Q1 2023 May 15, 2023	SELL	$22.15 - $24.29 $227,103 - $249,045	-10,253 Reduced 25.63%	29,758 $719,000
Q4 2022 Feb 09, 2023	SELL	$19.06 - $23.03 $14,847 - $17,940	-779 Reduced 1.91%	40,011 $882,000
Q3 2022 Nov 14, 2022	BUY	$18.92 - $22.98 $244,049 - $296,419	12,899 Added 46.25%	40,790 $778,000
Q2 2022 Aug 10, 2022	BUY	$21.08 - $25.48 $587,942 - $710,662	27,891 New	27,891 $596,000

Others Institutions Holding DIHP

# of Institutions

282

Shares Held

151M

Call Options Held

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History