Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 57,927 shares of DUHP stock, worth $1.97 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
57,927Holding current value
$1.97 Million% of portfolio
1.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
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Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
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Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio