Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

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 396,566 shares of DUHP stock, worth $13.5 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

396,566

Previous 401,142 1.14%

Holding current value

$13.5 Million

Previous $13.7 Million 1.95%

% of portfolio

4.76%

Previous 4.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

391

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History