Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 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 198,828 shares of DUHP stock, worth $7.51 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
198,828
Previous 164,647
20.76%
Holding current value
$7.51 Million
Previous $5.46 Billion
29.58%
% of portfolio
3.46%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio