Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 604,441 shares of DUHP stock, worth $21 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
604,441
Previous 548,512 10.2%
Holding current value
$21 Million
Previous $18.7 Million 9.3%
% of portfolio
0.2%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$33.62 - $35.69 $1.88 Million - $2 Million
55,929 Added 10.2%
604,441 $20.4 Million
Q3 2024

Nov 14, 2024
BUY
$30.74 - $34.07 $1.37 Million - $1.52 Million
44,566 Added 8.84%
548,512 $18.7 Million
Q2 2024

Aug 12, 2024
BUY
$29.72 - $32.4 $826,334 - $900,849
27,804 Added 5.84%
503,946 $16.1 Million
Q1 2024

May 15, 2024
SELL
$28.16 - $31.61 $20.5 Million - $23 Million
-728,567 Reduced 60.48%
476,142 $15.1 Million
Q4 2023

Feb 14, 2024
BUY
$24.79 - $28.64 $3.1 Million - $3.58 Million
125,129 Added 11.59%
1,204,709 $34.5 Million
Q3 2023

Oct 11, 2023
BUY
$25.64 - $27.32 $2.23 Million - $2.38 Million
86,963 Added 8.76%
1,079,580 $27.7 Million
Q2 2023

Jul 10, 2023
BUY
$24.51 - $26.54 $2.28 Million - $2.47 Million
93,208 Added 10.36%
992,617 $26.3 Million
Q1 2023

Apr 14, 2023
BUY
$23.91 - $25.61 $17.3 Million - $18.5 Million
724,034 Added 412.85%
899,409 $22.6 Million
Q4 2022

Jan 31, 2023
BUY
$21.59 - $25.35 $860,858 - $1.01 Million
39,873 Added 29.43%
175,375 $4.21 Million
Q3 2022

Oct 25, 2022
BUY
$21.34 - $25.56 $550,785 - $659,703
25,810 Added 23.53%
135,502 $2.89 Million
Q2 2022

Aug 03, 2022
BUY
$21.86 - $26.49 $2.4 Million - $2.91 Million
109,692 New
109,692 $2.47 Million

Others Institutions Holding DUHP

# of Institutions
389
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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