Pinnacle Associates LTD Dimensional ETF Tr Dimensional Transaction History
Pinnacle Associates LTD
- $7.15 Billion
- Q3 2025
A detailed history of Pinnacle Associates LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pinnacle Associates LTD holds 396,758 shares of DUHP stock, worth $14.9 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
396,758
Previous 395,316
0.36%
Holding current value
$14.9 Million
Previous $14.1 Million
6.6%
% of portfolio
0.21%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall 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