Burleson & Company, LLC Dimensional ETF Tr Dimensional Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burleson & Company, LLC holds 2,576 shares of DUHP stock, worth $97,269. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,576
Previous 1,998
28.93%
Holding current value
$97,269
Previous $43,000
41.86%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio