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 $5.5 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
161,010Holding current value
$5.5 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$285 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio