Blair William & CO Dimensional ETF Tr Dimensional Transaction History

Blair William & CO

$32 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$25.64 - $27.32 $25,640 - $27,320	-1,000 Reduced 11.55%	7,661 $196,000
Q2 2023 Aug 11, 2023	BUY	$24.51 - $26.54 $212,281 - $229,862	8,661 New	8,661 $229,000

Others Institutions Holding DUHP

# of Institutions

301

Shares Held

183M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

30.6M
Shares

$1.04 Billion
2.48% of portfolio
Envestnet Asset Management Inc

29.4M
Shares

$997 Million
0.33% of portfolio
Merriman Wealth Management, LLC

8.21M
Shares

$278 Million
11.93% of portfolio
Vista Wealth Management Group, LLC

6.75M
Shares

$229 Million
16.37% of portfolio
Forum Financial Management, LP Lombard, IL

6.68M
Shares

$226 Million
4.41% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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