Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $466 Million
- Q4 2024
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 260,082 shares of DUHP stock, worth $8.87 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
260,082
Previous 187,912
38.41%
Holding current value
$8.87 Million
Previous $6.4 Million
37.27%
% of portfolio
1.89%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio