Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $577 Million
- Q1 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,329,817 shares of DUHP stock, worth $42.5 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
1,329,817
Previous 1,328,775
0.08%
Holding current value
$42.5 Million
Previous $38 Billion
99.89%
% of portfolio
7.28%
Previous 5.4%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio