Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
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 35,031,917 shares of DUHP stock, worth $1.24 Billion. This represents 0.39% of its overall portfolio holdings.
Number of Shares
35,031,917
Previous 38,231,301
8.37%
Holding current value
$1.24 Billion
Previous $1.29 Billion
10.13%
% of portfolio
0.39%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.34 Billion2.93% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$288 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$249 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$245 Million4.35% of portfolio
-
Pure Financial Advisors, LLC6.13MShares$216 Million4.38% of portfolio