Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $179 Billion
- Q1 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 578,828 shares of DUHP stock, worth $18.7 Million. This represents 10.21% of its overall portfolio holdings.
Number of Shares
578,828
Previous 523,887
10.49%
Holding current value
$18.7 Million
Previous $15 Billion
22.07%
% of portfolio
10.21%
Previous 9.32%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
278Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$851 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio