West Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

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 250 shares of DUHP stock, worth $9,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 613,956 99.96%
Holding current value
$9,415
Previous $21.8 Million 99.96%
% of portfolio
0.0%
Previous 3.81%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$35.76 - $37.93 $21.9 Million - $23.3 Million
-613,706 Reduced 99.96%
250 $9,000
Q2 2025

Jul 21, 2025
BUY
$29.36 - $35.56 $6.56 Million - $7.95 Million
223,532 Added 57.25%
613,956 $21.8 Million
Q1 2025

Apr 09, 2025
SELL
$32.57 - $35.82 $111,454 - $122,576
-3,422 Reduced 0.87%
390,424 $12.8 Million
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
487
Shares Held
222M
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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