Balasa Dinverno & Foltz LLC Dimensional ETF Tr Dimensional Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 34,279 shares of DUHP stock, worth $1.18 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
34,279Holding current value
$1.18 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio