Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 299,576 shares of DIHP stock, worth $8.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

299,576

Previous 270,614 10.7%

Holding current value

$8.22 Million

Previous $7.5 Million 0.87%

% of portfolio

0.28%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$25.15 - $27.57 $728,394 - $798,482	28,962 Added 10.7%	299,576 $7.56 Million
Q3 2024 Oct 31, 2024	BUY	$25.23 - $27.94 $2.04 Million - $2.25 Million	80,707 Added 42.5%	270,614 $7.5 Million
Q2 2024 Aug 12, 2024	BUY	$25.66 - $27.34 $2.34 Million - $2.49 Million	91,230 Added 92.45%	189,907 $5 Million
Q1 2024 May 10, 2024	BUY	$24.77 - $26.98 $1.72 Million - $1.87 Million	69,273 Added 235.59%	98,677 $2.66 Million
Q4 2023 Feb 13, 2024	BUY	$22.28 - $25.74 $655,121 - $756,858	29,404 New	29,404 $754,000

Others Institutions Holding DIHP

# of Institutions

247

Shares Held

127M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History