Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 1,030,342 shares of DUHP stock, worth $38.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,030,342
Previous 847,605
21.56%
Holding current value
$38.5 Million
Previous $28.1 Million
30.44%
% of portfolio
0.18%
Previous 0.16%
Shares
13 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