Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 42,537 shares of DUHP stock, worth $1.6 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

42,537

Previous 39,511 7.66%

Holding current value

$1.6 Million

Previous $1.41 Million 14.31%

% of portfolio

0.43%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$35.76 - $37.93 $108,209 - $114,776	3,026 Added 7.66%	42,537 $1.61 Million
Q2 2025 Jul 22, 2025	BUY	$29.36 - $35.56 $182,443 - $220,969	6,214 Added 18.66%	39,511 $1.41 Million
Q1 2025 Apr 24, 2025	BUY	$32.57 - $35.82 $544,733 - $599,089	16,725 Added 100.92%	33,297 $1.1 Million
Q4 2024 Jan 27, 2025	BUY	$33.62 - $35.69 $146,751 - $155,786	4,365 Added 35.76%	16,572 $559,000
Q3 2024 Oct 30, 2024	BUY	$30.74 - $34.07 $77,987 - $86,435	2,537 Added 26.24%	12,207 $415,000

Q2 2024 Jul 26, 2024	BUY	$29.72 - $32.4 $287,392 - $313,308	9,670 New	9,670 $309,000

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

222M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History