Herold Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
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 $730,081. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,168
Previous 20,168
-0.0%
Holding current value
$730,081
Previous $681,000
1.91%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
419Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio