Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 118,099 shares of DUHP stock, worth $4.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

118,099

Previous 172,208 31.42%

Holding current value

$4.45 Million

Previous $6.12 Million 27.16%

% of portfolio

0.02%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$35.76 - $37.93 $1.93 Million - $2.05 Million	-54,109 Reduced 31.42%	118,099 $4.46 Million
Q2 2025 Aug 11, 2025	SELL	$29.36 - $35.56 $369,818 - $447,913	-12,596 Reduced 6.82%	172,208 $6.12 Million
Q1 2025 May 09, 2025	SELL	$32.57 - $35.82 $33,286 - $36,608	-1,022 Reduced 0.55%	184,804 $6.12 Million
Q4 2024 Feb 03, 2025	SELL	$33.62 - $35.69 $6.44 Million - $6.84 Million	-191,560 Reduced 50.76%	185,826 $6.28 Million
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $11.6 Million - $12.9 Million	377,386 New	377,386 $12.9 Million

Others Institutions Holding DUHP

# of Institutions

486

Shares Held

223M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History