Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 36,920,597 shares of DUHP stock, worth $1.26 Billion. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,920,597
Previous 29,430,960
25.45%
Holding current value
$1.26 Billion
Previous $941 Million
33.6%
% of portfolio
0.42%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio
-
Pure Financial Advisors, LLC4.63MShares$158 Million3.91% of portfolio