Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 1,812,846 shares of DUHP stock, worth $61.7 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

1,812,846

Previous 1,916,379 5.4%

Holding current value

$61.7 Million

Previous $61.3 Million 0.75%

% of portfolio

1.45%

Previous 1.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$30.74 - $34.07 $3.18 Million - $3.53 Million	-103,533 Reduced 5.4%	1,812,846 $61.8 Million
Q2 2024 Aug 09, 2024	BUY	$29.72 - $32.4 $861,701 - $939,405	28,994 Added 1.54%	1,916,379 $61.3 Million
Q1 2024 Apr 19, 2024	BUY	$28.16 - $31.61 $1.4 Million - $1.57 Million	49,734 Added 2.71%	1,887,385 $59.7 Million
Q4 2023 Jan 11, 2024	BUY	$24.79 - $28.64 $1.53 Million - $1.77 Million	61,705 Added 3.47%	1,837,651 $52.6 Million
Q3 2023 Oct 25, 2023	BUY	$25.64 - $27.32 $4.07 Million - $4.34 Million	158,917 Added 9.83%	1,775,946 $45.6 Million
Q2 2023 Aug 08, 2023	BUY	$24.51 - $26.54 $5.38 Million - $5.82 Million	219,466 Added 15.7%	1,617,029 $42.9 Million
Q1 2023 Apr 26, 2023	BUY	$23.91 - $25.61 $5.13 Million - $5.5 Million	214,725 Added 18.15%	1,397,563 $35.1 Million
Q4 2022 Feb 02, 2023	BUY	$21.59 - $25.35 $9.42 Million - $11.1 Million	436,297 Added 58.44%	1,182,838 $28.4 Million
Q3 2022 Oct 13, 2022	BUY	$21.34 - $25.56 $9.07 Million - $10.9 Million	424,800 Added 132.03%	746,541 $15.9 Million
Q2 2022 Jul 22, 2022	BUY	$21.86 - $26.49 $7.03 Million - $8.52 Million	321,741 New	321,741 $7.24 Million

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

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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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History