Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.43 Billion
- Q2 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 85,381 shares of DUHP stock, worth $3.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
85,381
Previous 98,824
13.6%
Holding current value
$3.09 Million
Previous $3.28 Million
7.3%
% of portfolio
0.21%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
438Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio