Pure Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Pure Financial Advisors, LLC
- $4.03 Billion
- Q3 2024
A detailed history of Pure Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 4,628,551 shares of DUHP stock, worth $159 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
4,628,551
Previous 3,427,780
35.03%
Holding current value
$159 Million
Previous $110 Million
43.81%
% of portfolio
3.91%
Previous 3.13%
Shares
7 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