Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
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 66,886 shares of DUHP stock, worth $2.33 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
66,886
Previous 57,761
15.8%
Holding current value
$2.33 Million
Previous $1.97 Million
14.9%
% of portfolio
0.16%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio