Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $699 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio