Walden Wealth Partners LLC Dimensional ETF Tr Dimensional Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walden Wealth Partners LLC holds 174,403 shares of DUHP stock, worth $6.12 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
174,403
Previous 172,683
1.0%
Holding current value
$6.12 Million
Previous $5.34 Billion
4.56%
% of portfolio
3.11%
Previous 3.1%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio