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 $41.2 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
$41.2 Million
Previous $38.9 Million
1.97%
% of portfolio
2.55%
Previous 2.44%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
373Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio