Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
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 339,605 shares of DUHP stock, worth $12.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
339,605
Previous 313,539
8.31%
Holding current value
$12.2 Million
Previous $10.7 Million
7.42%
% of portfolio
0.5%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$246 Million4.6% of portfolio