Garrett Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Garrett Investment Advisors LLC
- $924 Million
- Q3 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 14,754 shares of DUHP stock, worth $505,767. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,754
Previous 16,288
9.42%
Holding current value
$505,767
Previous $521,000
3.65%
% of portfolio
0.05%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$235 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio