Heritage Investment Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Heritage Investment Group, Inc.
- $531 Million
- Q4 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 10,350 shares of DUHP stock, worth $360,387. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,329
0.2%
Holding current value
$360,387
Previous $351,000
0.57%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
346Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio