Efficient Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Advisors, LLC
- $1.55 Billion
- Q4 2024
A detailed history of Efficient Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Advisors, LLC holds 1,173,132 shares of DUHP stock, worth $38.3 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,173,132
Previous 1,141,007
2.82%
Holding current value
$38.3 Million
Previous $38.9 Million
1.97%
% of portfolio
2.55%
Previous 2.44%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
401Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio