Garrett Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Garrett Investment Advisors LLC
- $803 Million
- Q2 2024
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 16,288 shares of DUHP stock, worth $551,837. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,288
Previous 16,523
1.42%
Holding current value
$551,837
Previous $522,000
0.19%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio