Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 270,923 shares of DIHP stock, worth $7.28 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

270,923

Previous 265,728 1.96%

Holding current value

$7.28 Million

Previous $7.36 Million 7.09%

% of portfolio

1.18%

Previous 1.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.15 - $27.57 $130,654 - $143,226	5,195 Added 1.96%	270,923 $6.84 Million
Q3 2024 Nov 01, 2024	SELL	$25.23 - $27.94 $4.79 Million - $5.31 Million	-189,947 Reduced 41.68%	265,728 $7.36 Million
Q2 2024 Aug 06, 2024	BUY	$25.66 - $27.34 $5.07 Million - $5.41 Million	197,709 Added 76.64%	455,675 $6.8 Million
Q1 2024 May 02, 2024	SELL	$24.77 - $26.98 $41,836 - $45,569	-1,689 Reduced 0.65%	257,966 $6.95 Million
Q4 2023 Feb 08, 2024	SELL	$22.28 - $25.74 $16,264 - $18,790	-730 Reduced 0.28%	259,655 $6.66 Million
Q3 2023 Nov 13, 2023	BUY	$23.09 - $25.15 $52,229 - $56,889	2,262 Added 0.88%	260,385 $6.04 Million
Q2 2023 Aug 10, 2023	SELL	$23.55 - $25.01 $1.12 Million - $1.18 Million	-47,357 Reduced 15.5%	258,123 $6.32 Million
Q1 2023 May 03, 2023	SELL	$22.15 - $24.29 $3.21 Million - $3.52 Million	-144,988 Reduced 32.19%	305,480 $7.39 Million
Q3 2022 Nov 15, 2022	BUY	$18.92 - $22.98 $7.73 Million - $9.39 Million	408,633 Added 976.77%	450,468 $8.59 Million
Q2 2022 Aug 15, 2022	SELL	$21.08 - $25.48 $33,348 - $40,309	-1,582 Reduced 3.64%	41,835 $893,000
Q1 2022 May 09, 2022	BUY	$25.06 - $25.53 $1.09 Million - $1.11 Million	43,417 New	43,417 $1.06 Million

Others Institutions Holding DIHP

# of Institutions

233

Shares Held

123M

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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Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History