Herold Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Herold Advisors, Inc. holds 20,168 shares of DUHP stock, worth $702,249. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,168Holding current value
$702,249% of portfolio
0.15%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
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio