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 $769,017. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,218
Previous 29,500 0.96%
Holding current value
$769,017
Previous $684,000 9.5%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
216
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DIHP Quotes by TradingView
  • Ticker DIHP
  • Sector ETFs
  • Industry ETFs
More about DIHP
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email