Orion Portfolio Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 38,032 shares of DUHP stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38,032
Previous 26,766
42.09%
Holding current value
$1.29 Million
Previous $846,000
43.74%
% of portfolio
0.01%
Previous 0.01%
Shares
10 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