Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $17.3 Billion
- Q4 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 762,116 shares of DUHP stock, worth $26.8 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
762,116
Previous 782,391
2.59%
Holding current value
$26.8 Million
Previous $26.7 Million
3.4%
% of portfolio
0.15%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio