Blair William & CO Dimensional ETF Tr Dimensional Transaction History

Blair William & CO

$33.4 Billion
Q3 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

328

Shares Held

207M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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