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 782,259 shares of DUHP stock, worth $27.6 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares

782,259

Previous 791,209 1.13%

Holding current value

$27.6 Million

Previous $27 Million 1.94%

% of portfolio

4.58%

Previous 4.73%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$33.62 - $35.69 $300,899 - $319,425	-8,950 Reduced 1.13%	782,259 $26.4 Million
Q3 2024 Nov 01, 2024	SELL	$30.74 - $34.07 $21.8 Million - $24.2 Million	-710,270 Reduced 47.3%	791,209 $27 Million
Q2 2024 Aug 06, 2024	BUY	$29.72 - $32.4 $20.7 Million - $22.5 Million	695,576 Added 86.31%	1,501,479 $25.1 Million
Q1 2024 May 02, 2024	SELL	$28.16 - $31.61 $579,363 - $650,344	-20,574 Reduced 2.49%	805,903 $25.5 Million
Q4 2023 Feb 08, 2024	SELL	$24.79 - $28.64 $196,733 - $227,287	-7,936 Reduced 0.95%	826,477 $23.6 Million
Q3 2023 Nov 13, 2023	SELL	$25.64 - $27.32 $282,398 - $300,902	-11,014 Reduced 1.3%	834,413 $21.4 Million
Q2 2023 Aug 10, 2023	SELL	$24.51 - $26.54 $3.37 Million - $3.65 Million	-137,551 Reduced 13.99%	845,427 $22.4 Million
Q1 2023 May 03, 2023	SELL	$23.91 - $25.61 $22.6 Million - $24.2 Million	-944,222 Reduced 48.99%	982,978 $24.7 Million
Q3 2022 Nov 15, 2022	BUY	$21.34 - $25.56 $37.7 Million - $45.2 Million	1,767,201 Added 1104.51%	1,927,200 $41.1 Million
Q2 2022 Aug 15, 2022	BUY	$21.86 - $26.49 $59,065 - $71,575	2,702 Added 1.72%	159,999 $3.6 Million
Q1 2022 May 09, 2022	BUY	$24.43 - $26.86 $3.84 Million - $4.22 Million	157,297 New	157,297 $4.12 Million

Others Institutions Holding DUHP

# of Institutions

389

Shares Held

219M

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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Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History