Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assetmark, Inc holds 222 shares of DUHP stock, worth $8,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
222
Previous 2,725
91.85%
Holding current value
$8,382
Previous $90,000
92.22%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall 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, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio