Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 1,179 shares of DUHP stock, worth $41,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,179

Holding current value

$41,477

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$30.74 - $34.07 $36,242 - $40,168	1,179 New	1,179 $40,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

206M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.33 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.3 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$293 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$241 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$237 Million
15.86% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.

Account

Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History