New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 905,693 shares of DUHP stock, worth $33.4 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
905,693
Previous 894,419
1.26%
Holding current value
$33.4 Million
Previous $30.2 Million
0.69%
% of portfolio
0.19%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio