American Investment Services, Inc. Dimensional ETF Tr Dimensional Transaction History
American Investment Services, Inc.
- $584 Million
- Q3 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Investment Services, Inc. holds 46,368 shares of DUHP stock, worth $1.61 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
46,368
Previous 48,672
4.73%
Holding current value
$1.61 Million
Previous $1.56 Million
1.41%
% of portfolio
0.27%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
346Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio