Pinnacle Associates LTD Dimensional ETF Tr Dimensional Transaction History
Pinnacle Associates LTD
- $6.21 Billion
- Q2 2024
A detailed history of Pinnacle Associates LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pinnacle Associates LTD holds 373,911 shares of DUHP stock, worth $12.7 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
373,911
Previous 384,196
2.68%
Holding current value
$12.7 Million
Previous $12.1 Million
1.51%
% of portfolio
0.19%
Previous 0.2%
Shares
6 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