Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Dimensional Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 458,407 shares of DUHP stock, worth $14.8 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
458,407
Previous 6,373,756
92.81%
Holding current value
$14.8 Million
Previous $170 Billion
92.3%
% of portfolio
2.28%
Previous 2.1%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio