American Investment Services, Inc. Dimensional ETF Tr Dimensional Transaction History
American Investment Services, Inc.
- $554 Million
- Q1 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 55,051 shares of DUHP stock, worth $1.79 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
55,051
Previous 51,222
7.48%
Holding current value
$1.79 Million
Previous $1.47 Million
18.77%
% of portfolio
0.31%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
273Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$858 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$836 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$264 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$231 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$218 Million16.65% of portfolio