Advisor Net Financial, Inc Dimensional ETF Tr Dimensional Transaction History
Advisor Net Financial, Inc
- $1.66 Billion
- Q3 2025
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Net Financial, Inc holds 232,035 shares of DUHP stock, worth $8.76 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
232,035
Previous 223,769
3.69%
Holding current value
$8.76 Million
Previous $7.96 Million
10.13%
% of portfolio
0.53%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio