Advisor Net Financial, Inc Dimensional ETF Tr Dimensional Transaction History
Advisor Net Financial, Inc
- $1.46 Billion
- Q2 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 223,769 shares of DUHP stock, worth $8.35 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
223,769
Previous 393,164
43.09%
Holding current value
$8.35 Million
Previous $12.9 Million
38.39%
% of portfolio
0.54%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.5 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$304 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$268 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$263 Million15.92% of portfolio