Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 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 1,166,198 shares of DUHP stock, worth $40.7 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
1,166,198
Previous 1,175,393
0.78%
Holding current value
$40.7 Million
Previous $40 Million
1.6%
% of portfolio
7.23%
Previous 7.25%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall 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$291 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio