Dowling & Yahnke LLC Dimensional ETF Tr Dimensional Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dowling & Yahnke LLC holds 161,010 shares of DUHP stock, worth $5.2 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
161,010Holding current value
$5.2 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio