Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Asset Management Inc holds 25,649,219 shares of DUHP stock, worth $826 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
25,649,219
Previous 19,800,335
29.54%
Holding current value
$826 Million
Previous $566 Million
43.12%
% of portfolio
0.31%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio
-
Alesco Advisors LLC Pittsford, NY2.64MShares$85.1 Million2.75% of portfolio