Kingsview Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 101,401 shares of DUHP stock, worth $3.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
101,401
Previous 89,750 12.98%
Holding current value
$3.18 Million
Previous $3.06 Million 12.07%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$33.62 - $35.69 $391,706 - $415,824
11,651 Added 12.98%
101,401 $3.43 Million
Q3 2024

Nov 12, 2024
BUY
$30.74 - $34.07 $320,679 - $355,418
10,432 Added 13.15%
89,750 $3.06 Million
Q2 2024

Aug 14, 2024
SELL
$29.72 - $32.4 $1.02 Million - $1.11 Million
-34,171 Reduced 30.11%
79,318 $2.54 Million
Q1 2024

May 09, 2024
BUY
$28.16 - $31.61 $59,558 - $66,855
2,115 Added 1.9%
113,489 $3.59 Million
Q4 2023

Feb 08, 2024
SELL
$24.79 - $28.64 $456,532 - $527,434
-18,416 Reduced 14.19%
111,374 $3.19 Million
Q3 2023

Nov 07, 2023
BUY
$25.64 - $27.32 $1.98 Million - $2.1 Million
77,041 Added 146.05%
129,790 $3.33 Million
Q2 2023

Aug 10, 2023
SELL
$24.51 - $26.54 $114,045 - $123,490
-4,653 Reduced 8.11%
52,749 $1.4 Million
Q1 2023

May 15, 2023
BUY
$23.91 - $25.61 $1.37 Million - $1.47 Million
57,402 New
57,402 $1.44 Million

Others Institutions Holding DUHP

# of Institutions
392
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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