Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 534,580 shares of DUHP stock, worth $18.9 Million. This represents 12.82% of its overall portfolio holdings.
Number of Shares
534,580
Previous 524,348
1.95%
Holding current value
$18.9 Million
Previous $17.7 Billion
0.06%
% of portfolio
12.82%
Previous 13.2%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.34 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.24 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$288 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$249 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$245 Million4.35% of portfolio