Glassy Mountain Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Glassy Mountain Advisors, Inc.
- $287 Million
- Q4 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 15,496 shares of DUHP stock, worth $546,234. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,496
Previous 8,810
75.89%
Holding current value
$546,234
Previous $300,000
74.33%
% of portfolio
0.18%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio