Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 687,818 shares of DUHP stock, worth $24.2 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
687,818
Previous 663,875
3.61%
Holding current value
$24.2 Million
Previous $21.2 Billion
10.34%
% of portfolio
11.18%
Previous 11.13%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio