Betterment LLC Dimensional ETF Tr Dimensional Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 35,920 shares of DUHP stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35,920
Previous 33,635
6.79%
Holding current value
$1.26 Million
Previous $1.08 Million
13.66%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
359Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio