Lvz, Inc. Dimensional ETF Tr Dimensional Transaction History
Lvz, Inc.
- $775 Million
- Q3 2024
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lvz, Inc. holds 2,016,092 shares of DUHP stock, worth $69.5 Million. This represents 8.86% of its overall portfolio holdings.
Number of Shares
2,016,092
Previous 2,044,017
1.37%
Holding current value
$69.5 Million
Previous $65.4 Million
5.05%
% of portfolio
8.86%
Previous 8.96%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio