Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 46,324 shares of DUHP stock, worth $1.74 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
46,324
Previous 45,890 0.95%
Holding current value
$1.74 Million
Previous $1.73 Billion 1.64%
% of portfolio
0.57%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$37.18 - $38.47 $16,136 - $16,695
434 Added 0.95%
46,324 $1.76 Billion
Q3 2025

Oct 20, 2025
SELL
$35.76 - $37.93 $68,051 - $72,180
-1,903 Reduced 3.98%
45,890 $1.73 Billion
Q2 2025

Aug 13, 2025
BUY
$29.36 - $35.56 $822,402 - $996,071
28,011 Added 141.6%
47,793 $1.7 Billion
Q1 2025

Apr 23, 2025
BUY
$32.57 - $35.82 $644,299 - $708,591
19,782 New
19,782 $656 Million

Others Institutions Holding DUHP

# of Institutions
499
Shares Held
227M
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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