Gem Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Gem Asset Management, LLC
- $161 Billion
- Q2 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gem Asset Management, LLC holds 62,552 shares of DUHP stock, worth $2.13 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
62,552
Previous 53,148
17.69%
Holding current value
$2.13 Million
Previous $1.59 Billion
25.5%
% of portfolio
1.25%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio