Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$30.5 Billion
Q1 2024

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 $7,172. This represents 0.0% of its overall portfolio holdings.

Number of Shares

222

Holding current value

$7,172

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$28.16 - $31.61 $6,251 - $7,017	222 New	222 $7,000

Others Institutions Holding DUHP

# of Institutions

268

Shares Held

163M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

26.3M
Shares

$850 Million
2.36% of portfolio
Envestnet Asset Management Inc

25.6M
Shares

$829 Million
0.31% of portfolio
Merriman Wealth Management, LLC

8.1M
Shares

$262 Million
11.86% of portfolio
Forum Financial Management, LP Lombard, IL

7.08M
Shares

$229 Million
4.33% of portfolio
Vista Wealth Management Group, LLC

6.69M
Shares

$216 Million
16.65% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
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