Redw Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Redw Wealth LLC
- $387 Million
- Q3 2024
A detailed history of Redw Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Redw Wealth LLC holds 375,005 shares of DUHP stock, worth $12.9 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
375,005
Previous 390,785
4.04%
Holding current value
$12.9 Million
Previous $12.5 Million
2.2%
% of portfolio
3.3%
Previous 3.3%
Shares
11 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