Everest Management Corp. Dimensional ETF Tr Dimensional Transaction History
Everest Management Corp.
- $139 Billion
- Q2 2025
A detailed history of Everest Management Corp. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Everest Management Corp. holds 23,566 shares of DUHP stock, worth $894,329. This represents 0.6% of its overall portfolio holdings.
Number of Shares
23,566
Previous 23,007
2.43%
Holding current value
$894,329
Previous $762 Million
9.91%
% of portfolio
0.6%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio