Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 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 3,014,081 shares of DUHP stock, worth $114 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,014,081
Previous 36,539,311
91.75%
Holding current value
$114 Million
Previous $1.3 Billion
91.24%
% of portfolio
0.04%
Previous 0.4%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio