Efficient Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Advisors, LLC
- $1.54 Billion
- Q2 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 1,142,414 shares of DUHP stock, worth $38.9 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
1,142,414
Previous 1,135,705
0.59%
Holding current value
$38.9 Million
Previous $35.9 Million
1.8%
% of portfolio
2.37%
Previous 2.3%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio