Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 11,863 shares of DUHP stock, worth $415,086. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,863
Previous 15,692 24.4%
Holding current value
$415,086
Previous $535 Million 25.02%
% of portfolio
0.08%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$33.62 - $35.69 $128,730 - $136,657
-3,829 Reduced 24.4%
11,863 $401 Million
Q3 2024

Oct 28, 2024
BUY
$30.74 - $34.07 $28,004 - $31,037
911 Added 6.16%
15,692 $535 Million
Q2 2024

Sep 11, 2024
BUY
$29.72 - $32.4 $48,176 - $52,520
1,621 Added 12.32%
14,781 $473 Million
Q4 2023

Sep 11, 2024
BUY
$24.79 - $28.64 $59,793 - $69,079
2,412 Added 22.44%
13,160 $377 Million
Q3 2023

Sep 11, 2024
BUY
$25.64 - $27.32 $275,578 - $293,635
10,748 New
10,748 $276 Million

Others Institutions Holding DUHP

# of Institutions
367
Shares Held
216M
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
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