Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 23,362 shares of DUHP stock, worth $788,233. This represents 0.4% of its overall portfolio holdings.

Number of Shares
23,362
Previous 17,440 33.96%
Holding current value
$788,233
Previous $557,000 42.73%
% of portfolio
0.4%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$30.74 - $34.07 $182,042 - $201,762
5,922 Added 33.96%
23,362 $795,000
Q2 2024

Jul 19, 2024
BUY
$29.72 - $32.4 $24,221 - $26,406
815 Added 4.9%
17,440 $557,000
Q1 2024

Apr 29, 2024
BUY
$28.16 - $31.61 $37,058 - $41,598
1,316 Added 8.6%
16,625 $525,000
Q4 2023

Jan 29, 2024
BUY
$24.79 - $28.64 $75,906 - $87,695
3,062 Added 25.0%
15,309 $437,000
Q3 2023

Nov 01, 2023
BUY
$25.64 - $27.32 $4,743 - $5,054
185 Added 1.53%
12,247 $314,000
Q2 2023

Aug 08, 2023
BUY
$24.51 - $26.54 $295,639 - $320,125
12,062 New
12,062 $320,000

Others Institutions Holding DUHP

# of Institutions
328
Shares Held
207M
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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