Nova R Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Nova R Wealth, Inc.
- $186 Million
- Q2 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 9,790 shares of DUHP stock, worth $333,349. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,790
Previous 9,758
0.33%
Holding current value
$333,349
Previous $308,000
1.62%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio