Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,077 shares of DUHP stock, worth $345,439. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,077
Previous 10,286
2.03%
Holding current value
$345,439
Previous $329,000
4.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$235 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio