Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 24,580 shares of DUHP stock, worth $925,682. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,580
Previous 23,350 5.27%
Holding current value
$925,682
Previous $773,000 13.07%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$29.36 - $35.56 $36,112 - $43,738
1,230 Added 5.27%
24,580 $874,000
Q1 2025

May 14, 2025
BUY
$32.57 - $35.82 $760,509 - $836,397
23,350 New
23,350 $773,000

Others Institutions Holding DUHP

# of Institutions
490
Shares Held
223M
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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