Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 502,009 shares of DUHP stock, worth $16.1 Million. This represents 13.14% of its overall portfolio holdings.
Number of Shares
502,009
Previous 495,346
1.35%
Holding current value
$16.1 Million
Previous $14.2 Billion
11.97%
% of portfolio
13.14%
Previous 12.51%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio