Redw Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Redw Wealth LLC
- $379 Million
- Q2 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 390,785 shares of DUHP stock, worth $13.2 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
390,785
Previous 363,437
7.52%
Holding current value
$13.2 Million
Previous $11.5 Million
8.82%
% of portfolio
3.3%
Previous 3.11%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares 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$997 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio