Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 164,647 shares of DUHP stock, worth $5.96 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
164,647
Previous 138,808
18.61%
Holding current value
$5.96 Million
Previous $4.69 Billion
16.33%
% of portfolio
3.17%
Previous 2.82%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio