Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 433,325 shares of DUHP stock, worth $15 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

433,325

Previous 419,602 3.27%

Holding current value

$15 Million

Previous $14.3 Million 2.42%

% of portfolio

1.03%

Previous 0.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$33.62 - $35.69 $461,367 - $489,773	13,723 Added 3.27%	433,325 $14.6 Million
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $229,381 - $254,230	7,462 Added 1.81%	419,602 $14.3 Million
Q2 2024 Aug 12, 2024	BUY	$29.72 - $32.4 $350,725 - $382,352	11,801 Added 2.95%	412,140 $13.2 Million
Q1 2024 May 13, 2024	BUY	$28.16 - $31.61 $3.23 Million - $3.63 Million	114,688 Added 40.15%	400,339 $12.7 Million
Q4 2023 Feb 08, 2024	BUY	$24.79 - $28.64 $465,134 - $537,372	18,763 Added 7.03%	285,651 $8.17 Million
Q3 2023 Nov 09, 2023	BUY	$25.64 - $27.32 $6.84 Million - $7.29 Million	266,888 New	266,888 $6.86 Million

Others Institutions Holding DUHP

# of Institutions

389

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History