Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 38,695 shares of DUHP stock, worth $1.36 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
38,695
Previous 18,732
106.57%
Holding current value
$1.36 Million
Previous $599,000
120.03%
% of portfolio
0.68%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio