Equius Partners, Inc. Dimensional ETF Tr Dimensional Transaction History
Equius Partners, Inc.
- $322 Million
- Q4 2022
A detailed history of Equius Partners, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equius Partners, Inc. holds 30,850 shares of DUHP stock, worth $995,529. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,850
Previous 22,434
37.51%
Holding current value
$995,529
Previous $479,000
54.49%
% of portfolio
0.23%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio