Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 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 382,554 shares of DUHP stock, worth $14.4 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
382,554
Previous 367,059
4.22%
Holding current value
$14.4 Million
Previous $13.1 Million
10.7%
% of portfolio
0.43%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$270 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio