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 $86,605. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,576
Previous 1,998
28.93%
Holding current value
$86,605
Previous $43,000
41.86%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$227 Million15.86% of portfolio