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 $1.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
34,279Holding current value
$1.1 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio