Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 37,150 shares of DUHP stock, worth $1.4 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,150
Previous 36,535
1.68%
Holding current value
$1.4 Million
Previous $1.24 Million
0.88%
% of portfolio
0.22%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio