Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.57 Billion
- Q3 2025
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evanson Asset Management, LLC holds 86,931 shares of DUHP stock, worth $3.28 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
86,931
Previous 85,381
1.82%
Holding current value
$3.28 Million
Previous $3.04 Million
8.14%
% of portfolio
0.21%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio