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 $5.33 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
161,010Holding current value
$5.33 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio