Intelligence Driven Advisers, LLC Dimensional ETF Tr Dimensional Transaction History
Intelligence Driven Advisers, LLC
- $693 Million
- Q3 2024
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 206,352 shares of DUHP stock, worth $7.22 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
206,352
Previous 237,728
13.2%
Holding current value
$7.22 Million
Previous $7.6 Million
7.55%
% of portfolio
1.01%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall 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$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio