Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $124 Billion
- Q2 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 512,919 shares of DUHP stock, worth $17.4 Million. This represents 13.26% of its overall portfolio holdings.
Number of Shares
512,919
Previous 502,009
2.17%
Holding current value
$17.4 Million
Previous $15.9 Billion
3.4%
% of portfolio
13.26%
Previous 13.14%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares 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$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio