Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Peninsula Wealth, LLC holds 37,150 shares of DUHP stock, worth $1.31 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

37,150

Previous 36,535 1.68%

Holding current value

$1.31 Million

Previous $1.24 Million 0.88%

% of portfolio

0.22%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$33.62 - $35.69 $20,676 - $21,949	615 Added 1.68%	37,150 $1.26 Million
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $8,023 - $8,892	261 Added 0.72%	36,535 $1.24 Million
Q2 2024 Aug 13, 2024	SELL	$29.72 - $32.4 $584,087 - $636,757	-19,653 Reduced 35.14%	36,274 $1.16 Million
Q1 2024 May 30, 2024	BUY	$28.16 - $31.61 $1.57 Million - $1.77 Million	55,927 New	55,927 $1.77 Million
Q4 2023 Feb 14, 2024	SELL	$24.79 - $28.64 $179,876 - $207,811	-7,256 Reduced 11.69%	54,793 $1.57 Million
Q3 2023 Nov 13, 2023	SELL	$25.64 - $27.32 $2.88 Million - $3.07 Million	-112,449 Reduced 64.44%	62,049 $1.59 Million
Q2 2023 Aug 14, 2023	BUY	$24.51 - $26.54 $74,976 - $81,185	3,059 Added 1.78%	174,498 $4.63 Million
Q1 2023 May 11, 2023	BUY	$23.91 - $25.61 $243,021 - $260,300	10,164 Added 6.3%	171,439 $4.31 Million
Q4 2022 Feb 10, 2023	BUY	$21.59 - $25.35 $1.68 Million - $1.97 Million	77,834 Added 93.28%	161,275 $3.87 Million
Q3 2022 Nov 14, 2022	BUY	$21.34 - $25.56 $790,881 - $947,279	37,061 Added 79.91%	83,441 $1.78 Million
Q2 2022 Aug 08, 2022	BUY	$21.86 - $26.49 $1.01 Million - $1.23 Million	46,380 New	46,380 $1.04 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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Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History