Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $478 Million
- Q2 2025
A detailed history of Austin Asset Management CO Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Asset Management CO Inc holds 325,697 shares of DUHP stock, worth $11.8 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
325,697
Previous 305,423
6.64%
Holding current value
$11.8 Million
Previous $10.1 Million
14.43%
% of portfolio
2.43%
Previous 2.29%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
444Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio