Betterment LLC Dimensional ETF Tr Dimensional Transaction History
Betterment LLC
- $38.6 Billion
- Q2 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 33,635 shares of DUHP stock, worth $1.15 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33,635
Previous 41,721
19.38%
Holding current value
$1.15 Million
Previous $1.32 Million
18.36%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio