Nova R Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Nova R Wealth, Inc.
- $190 Million
- Q4 2024
A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nova R Wealth, Inc. holds 14,378 shares of DUHP stock, worth $472,317. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,378
Previous 14,336
0.29%
Holding current value
$472,317
Previous $488,000
0.61%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio