Kooman & Associates Dimensional ETF Tr Dimensional Transaction History
Kooman & Associates
- $240 Billion
- Q1 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kooman & Associates holds 393,238 shares of DUHP stock, worth $12.7 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
393,238
Previous 391,070
0.55%
Holding current value
$12.7 Million
Previous $11.2 Billion
11.1%
% of portfolio
5.18%
Previous 5.01%
Shares
9 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$828 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