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 75,646 shares of DUHP stock, worth $2.86 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

75,646

Previous 77,121 1.91%

Holding current value

$2.86 Million

Previous $1.98 Million 9.24%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$24.79 - $28.64 $36,565 - $42,244	-1,475 Reduced 1.91%	75,646 $2.16 Million
Q3 2023 Nov 09, 2023	SELL	$25.64 - $27.32 $23,511 - $25,052	-917 Reduced 1.18%	77,121 $1.98 Million
Q2 2023 Aug 14, 2023	SELL	$24.51 - $26.54 $6,887 - $7,457	-281 Reduced 0.36%	78,038 $2.07 Million
Q1 2023 May 15, 2023	SELL	$23.91 - $25.61 $6,814 - $7,298	-285 Reduced 0.36%	78,319 $1.97 Million
Q4 2022 Feb 09, 2023	BUY	$21.59 - $25.35 $376,508 - $442,078	17,439 Added 28.51%	78,604 $1.89 Million
Q3 2022 Nov 14, 2022	BUY	$21.34 - $25.56 $642,696 - $769,790	30,117 Added 97.0%	61,165 $1.31 Million
Q2 2022 Aug 10, 2022	BUY	$21.86 - $26.49 $678,709 - $822,461	31,048 New	31,048 $699,000

Others Institutions Holding DUHP

# of Institutions

468

Shares Held

248M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History