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 $1.22 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
37,150
Previous 36,535 1.68%
Holding current value
$1.22 Million
Previous $1.24 Million 0.88%
% of portfolio
0.22%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
393
Shares Held
219M
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
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email