Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History

Avondale Wealth Management

$153 Million
Q1 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 38,439 shares of DUHP stock, worth $1.21 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

38,439

Previous 40,111 4.17%

Holding current value

$1.21 Million

Previous $1.36 Million 6.86%

% of portfolio

0.83%

Previous 0.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$32.57 - $35.82 $54,457 - $59,891	-1,672 Reduced 4.17%	38,439 $1.26 Million
Q4 2024 Jan 10, 2025	SELL	$33.62 - $35.69 $6.95 Million - $7.38 Million	-206,669 Reduced 83.75%	40,111 $1.36 Million
Q3 2024 Oct 10, 2024	BUY	$30.74 - $34.07 $186,407 - $206,600	6,064 Added 2.52%	246,780 $8.41 Million
Q2 2024 Jul 12, 2024	BUY	$29.72 - $32.4 $254,373 - $277,311	8,559 Added 3.69%	240,716 $7.7 Million
Q1 2024 Apr 02, 2024	BUY	$28.16 - $31.61 $200,780 - $225,379	7,130 Added 3.17%	232,157 $7.34 Million
Q4 2023 Jan 10, 2024	BUY	$24.79 - $28.64 $1.25 Million - $1.44 Million	50,262 Added 28.76%	225,027 $6.44 Million
Q3 2023 Oct 10, 2023	BUY	$25.64 - $27.32 $4.48 Million - $4.77 Million	174,765 New	174,765 $4.49 Million

Others Institutions Holding DUHP

# of Institutions

393

Shares Held

222M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History