Kingsview Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kingsview Wealth Management, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 113,489 shares of DUHP stock, worth $3.67 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
113,489
Previous 111,374
1.9%
Holding current value
$3.67 Million
Previous $3.19 Million
12.59%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
278Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$851 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