Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 19,981 shares of DUHP stock, worth $752,484. This represents 0.44% of its overall portfolio holdings.

Number of Shares
19,981
Previous 16,121 23.94%
Holding current value
$752,484
Previous $573 Million 31.64%
% of portfolio
0.44%
Previous 0.38%

Shares

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

Oct 24, 2025
BUY
$35.76 - $37.93 $138,033 - $146,409
3,860 Added 23.94%
19,981 $755 Million
Q2 2025

Jul 15, 2025
SELL
$29.36 - $35.56 $20,904 - $25,318
-712 Reduced 4.23%
16,121 $573 Million
Q1 2025

Apr 28, 2025
BUY
$32.57 - $35.82 $155,912 - $171,470
4,787 Added 39.74%
16,833 $558 Million
Q4 2024

Feb 07, 2025
BUY
$33.62 - $35.69 $404,986 - $429,921
12,046 New
12,046 $407 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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