Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 185,826 shares of DUHP stock, worth $6.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
185,826
Previous 377,386 50.76%
Holding current value
$6.55 Million
Previous $12.9 Million 51.16%
% of portfolio
0.06%
Previous 0.13%

Shares

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

Feb 03, 2025
SELL
$33.62 - $35.69 $6.44 Million - $6.84 Million
-191,560 Reduced 50.76%
185,826 $6.28 Million
Q3 2024

Nov 13, 2024
BUY
$30.74 - $34.07 $11.6 Million - $12.9 Million
377,386 New
377,386 $12.9 Million

Others Institutions Holding DUHP

# of Institutions
389
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email