New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 895,056 shares of DUHP stock, worth $30.2 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
895,056
Previous 520,239
72.05%
Holding current value
$30.2 Million
Previous $16.6 Million
83.24%
% of portfolio
0.2%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.28 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.25 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$281 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$231 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$227 Million15.86% of portfolio