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 $1.16 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,850
Previous 22,434
37.51%
Holding current value
$1.16 Million
Previous $479,000
54.49%
% of portfolio
0.23%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares 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