Hm Payson & CO Dimensional ETF Tr Dimensional Transaction History
Hm Payson & CO
- $5.37 Billion
- Q1 2024
A detailed history of Hm Payson & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hm Payson & CO holds 14,060 shares of DUHP stock, worth $454,278. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,060
Previous 14,060
-0.0%
Holding current value
$454,278
Previous $402,000
10.45%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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