Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,258 shares of DUHP stock, worth $485,484. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,258
Previous 13,033
9.4%
Holding current value
$485,484
Previous $411,000
10.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio