Intelligence Driven Advisers, LLC Dimensional ETF Tr Dimensional Transaction History
Intelligence Driven Advisers, LLC
- $652 Million
- Q2 2025
A detailed history of Intelligence Driven Advisers, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 133,970 shares of DUHP stock, worth $4.85 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
133,970
Previous 143,500
6.64%
Holding current value
$4.85 Million
Previous $4.76 Million
0.17%
% of portfolio
0.73%
Previous 0.92%
Shares
7 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