Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 621,474 shares of DIHP stock, worth $17.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

621,474

Previous 688,267 9.7%

Holding current value

$17.3 Million

Previous $19.1 Million 17.72%

% of portfolio

0.37%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$25.15 - $27.57 $1.68 Million - $1.84 Million	-66,793 Reduced 9.7%	621,474 $15.7 Million
Q3 2024 Nov 14, 2024	SELL	$25.23 - $27.94 $753,393 - $834,316	-29,861 Reduced 4.16%	688,267 $19.1 Million
Q2 2024 Aug 09, 2024	BUY	$25.66 - $27.34 $473,760 - $504,778	18,463 Added 2.64%	718,128 $18.9 Million
Q1 2024 Apr 19, 2024	BUY	$24.77 - $26.98 $795,538 - $866,516	32,117 Added 4.81%	699,665 $18.8 Million
Q4 2023 Jan 11, 2024	SELL	$22.28 - $25.74 $1.12 Million - $1.3 Million	-50,416 Reduced 7.02%	667,548 $17.1 Million
Q3 2023 Oct 25, 2023	BUY	$23.09 - $25.15 $932,120 - $1.02 Million	40,369 Added 5.96%	717,964 $16.6 Million
Q2 2023 Aug 08, 2023	BUY	$23.55 - $25.01 $1.12 Million - $1.18 Million	47,356 Added 7.51%	677,595 $16.6 Million
Q1 2023 Apr 26, 2023	BUY	$22.15 - $24.29 $867,549 - $951,366	39,167 Added 6.63%	630,239 $15.2 Million
Q4 2022 Feb 02, 2023	BUY	$19.06 - $23.03 $3.78 Million - $4.57 Million	198,567 Added 50.59%	591,072 $13 Million
Q3 2022 Oct 13, 2022	BUY	$18.92 - $22.98 $5.34 Million - $6.49 Million	282,416 Added 256.53%	392,505 $7.49 Million
Q2 2022 Jul 22, 2022	BUY	$21.08 - $25.48 $2.32 Million - $2.81 Million	110,089 New	110,089 $2.35 Million

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

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History