Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $508 Million
- Q3 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 362,586 shares of DUHP stock, worth $13.7 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
362,586
Previous 325,697
11.33%
Holding current value
$13.7 Million
Previous $11.6 Million
18.25%
% of portfolio
2.7%
Previous 2.43%
Shares
6 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