Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 17,854 shares of DUHP stock, worth $672,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,854

Previous 19,562 8.73%

Holding current value

$672,381

Previous $695,000 3.02%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$35.76 - $37.93 $61,078 - $64,784	-1,708 Reduced 8.73%	17,854 $674,000
Q2 2025 Aug 12, 2025	SELL	$29.36 - $35.56 $117,557 - $142,382	-4,004 Reduced 16.99%	19,562 $695,000
Q1 2025 May 13, 2025	BUY	$32.57 - $35.82 $21,268 - $23,390	653 Added 2.85%	23,566 $780,000
Q4 2024 Feb 06, 2025	BUY	$33.62 - $35.69 $301,369 - $319,925	8,964 Added 64.26%	22,913 $774,000
Q3 2024 Nov 14, 2024	SELL	$30.74 - $34.07 $6,055 - $6,711	-197 Reduced 1.39%	13,949 $475,000

Q2 2024 Aug 08, 2024	BUY	$29.72 - $32.4 $83,186 - $90,687	2,799 Added 24.67%	14,146 $452,000
Q4 2023 Feb 12, 2024	BUY	$24.79 - $28.64 $281,292 - $324,978	11,347 New	11,347 $324,000

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

223M

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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Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History