Spurstone Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Spurstone Advisory Services, LLC
- $5.25 Billion
- Q4 2024
A detailed history of Spurstone Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spurstone Advisory Services, LLC holds 122 shares of DUHP stock, worth $4,328. This represents 0.08% of its overall portfolio holdings.
Number of Shares
122Holding current value
$4,328% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio