Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $17.4 Billion
- Q1 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 847,605 shares of DUHP stock, worth $29.9 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
847,605
Previous 762,116
11.22%
Holding current value
$29.9 Million
Previous $25.8 Million
9.08%
% of portfolio
0.16%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.34 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.24 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$288 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$249 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$245 Million4.35% of portfolio