Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
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 138,808 shares of DUHP stock, worth $4.56 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
138,808Holding current value
$4.56 Million% of portfolio
2.82%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio