Pinnacle Associates LTD Dimensional ETF Tr Dimensional Transaction History
Pinnacle Associates LTD
- $6.3 Billion
- Q3 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 386,562 shares of DUHP stock, worth $13.3 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
386,562
Previous 373,911
3.38%
Holding current value
$13.3 Million
Previous $12 Million
10.11%
% of portfolio
0.21%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio