Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Peninsula Wealth, LLC
- $515 Million
- Q2 2024
A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Peninsula Wealth, LLC holds 36,274 shares of DUHP stock, worth $1.23 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
36,274
Previous 55,927
35.14%
Holding current value
$1.23 Million
Previous $1.77 Million
34.35%
% of portfolio
0.23%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares 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$999 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$279 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$227 Million4.41% of portfolio