Avalon Trust CO Dimensional ETF Tr Dimensional Transaction History

Avalon Trust CO

$1.41 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$25.64 - $27.32 $72,715 - $77,479	2,836 New	2,836 $72.9 Million

Others Institutions Holding DUHP

# of Institutions

392

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.27 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.18 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$270 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$229 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$228 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Trust CO with notifications on news.