Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$34.9 Billion
Q3 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 $7,663. This represents 0.0% of its overall portfolio holdings.

Number of Shares

222

Previous 222 -0.0%

Holding current value

$7,663

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 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

328

Shares Held

207M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
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