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

391

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.3 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.22 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$278 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$236 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$235 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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