Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio