B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 37,055 shares of DUHP stock, worth $1.3 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,055
Previous 32,594
13.69%
Holding current value
$1.3 Million
Previous $1.04 Billion
21.08%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio