Glassy Mountain Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Glassy Mountain Advisors, Inc.
- $266 Million
- Q1 2024
A detailed history of Glassy Mountain Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glassy Mountain Advisors, Inc. holds 7,306 shares of DUHP stock, worth $236,056. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,306
Previous 7,174
1.84%
Holding current value
$236,056
Previous $205,000
12.2%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio