Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 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 367,059 shares of DUHP stock, worth $13.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
367,059
Previous 356,162
3.06%
Holding current value
$13.3 Million
Previous $11.8 Million
10.58%
% of portfolio
0.42%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
438Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio