Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 1,175,393 shares of DUHP stock, worth $40.5 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
1,175,393
Previous 1,161,007
1.24%
Holding current value
$40.5 Million
Previous $37.1 Million
7.82%
% of portfolio
7.25%
Previous 7.11%
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$1.3 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