Bank Of Montreal Dimensional ETF Tr Dimensional Transaction History
Bank Of Montreal
- $214 Billion
- Q3 2024
A detailed history of Bank Of Montreal transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bank Of Montreal holds 2,035,864 shares of DUHP stock, worth $71.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,035,864
Previous 1,910,407
6.57%
Holding current value
$71.2 Million
Previous $61.1 Million
13.5%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
364Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio