Nova R Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Nova R Wealth, Inc.
- $194 Million
- Q3 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 14,336 shares of DUHP stock, worth $494,878. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,336
Previous 9,790
46.44%
Holding current value
$494,878
Previous $313,000
55.91%
% of portfolio
0.25%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio