Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 1,186 shares of DUHP stock, worth $44,783. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,186
Previous 1,182
0.34%
Holding current value
$44,783
Previous $39,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio