Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 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 36,539,311 shares of DUHP stock, worth $1.35 Billion. This represents 0.4% of its overall portfolio holdings.
Number of Shares
36,539,311
Previous 35,031,917
4.3%
Holding current value
$1.35 Billion
Previous $1.16 Billion
11.92%
% of portfolio
0.4%
Previous 0.39%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.37MShares$235 Million4.12% of portfolio