Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 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 1,182 shares of DUHP stock, worth $39,774. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,182
Previous 1,179
0.25%
Holding current value
$39,774
Previous $39,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.28 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.18 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$274 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$237 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$233 Million4.35% of portfolio