Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 175,791 shares of DUHP stock, worth $5.67 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
175,791
Previous 148,852
18.1%
Holding current value
$5.67 Million
Previous $5.07 Million
17.12%
% of portfolio
0.36%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio