Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 356,162 shares of DUHP stock, worth $12.4 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
356,162
Previous 339,605
4.88%
Holding current value
$12.4 Million
Previous $11.5 Million
2.86%
% of portfolio
0.4%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio