Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 392,588 shares of DUHP stock, worth $12.9 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
392,588
Previous 396,566 1.0%
Holding current value
$12.9 Million
Previous $13.4 Million 3.75%
% of portfolio
4.49%
Previous 4.76%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$32.57 - $35.82 $129,563 - $142,491
-3,978 Reduced 1.0%
392,588 $12.9 Million
Q4 2024

Jan 14, 2025
SELL
$33.62 - $35.69 $153,845 - $163,317
-4,576 Reduced 1.14%
396,566 $13.4 Million
Q3 2024

Oct 15, 2024
SELL
$30.74 - $34.07 $88,715 - $98,326
-2,886 Reduced 0.71%
401,142 $13.7 Million
Q2 2024

Jul 12, 2024
BUY
$29.72 - $32.4 $206,732 - $225,374
6,956 Added 1.75%
404,028 $12.9 Million
Q1 2024

May 14, 2024
SELL
$28.16 - $31.61 $1.6 Million - $1.8 Million
-56,800 Reduced 12.51%
397,072 $12.6 Million
Q4 2023

Feb 14, 2024
BUY
$24.79 - $28.64 $3.1 Million - $3.58 Million
125,009 Added 38.01%
453,872 $13 Million
Q3 2023

Nov 01, 2023
BUY
$25.64 - $27.32 $1.61 Million - $1.72 Million
62,784 Added 23.6%
328,863 $8.45 Million
Q2 2023

Jul 26, 2023
SELL
$24.51 - $26.54 $2.25 Million - $2.44 Million
-91,755 Reduced 25.64%
266,079 $7.06 Million
Q1 2023

May 03, 2023
BUY
$23.91 - $25.61 $743,290 - $796,138
31,087 Added 9.51%
357,834 $9 Million
Q4 2022

Feb 06, 2023
BUY
$21.59 - $25.35 $7.05 Million - $8.28 Million
326,747 New
326,747 $7.85 Million

Others Institutions Holding DUHP

# of Institutions
394
Shares Held
219M
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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