West Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, West Financial Advisors, LLC holds 393,846 shares of DUHP stock, worth $13.9 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

393,846

Previous 398,977 1.29%

Holding current value

$13.9 Million

Previous $13.6 Million 2.1%

% of portfolio

2.57%

Previous 2.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$33.62 - $35.69 $172,504 - $183,125	-5,131 Reduced 1.29%	393,846 $13.3 Million
Q3 2024 Oct 08, 2024	BUY	$30.74 - $34.07 $195,168 - $216,310	6,349 Added 1.62%	398,977 $13.6 Million
Q2 2024 Jul 15, 2024	BUY	$29.72 - $32.4 $387,043 - $421,945	13,023 Added 3.43%	392,628 $12.6 Million
Q1 2024 Apr 11, 2024	BUY	$28.16 - $31.61 $193,628 - $217,350	6,876 Added 1.84%	379,605 $12 Million
Q4 2023 Jan 11, 2024	BUY	$24.79 - $28.64 $1.01 Million - $1.17 Million	40,736 Added 12.27%	372,729 $10.7 Million
Q3 2023 Oct 10, 2023	BUY	$25.64 - $27.32 $8.51 Million - $9.07 Million	331,993 New	331,993 $8.53 Million

Others Institutions Holding DUHP

# of Institutions

356

Shares Held

212M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History