Redw Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Redw Wealth LLC
- $287 Million
- Q4 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 308,394 shares of DUHP stock, worth $10.9 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
308,394
Previous 375,005
17.76%
Holding current value
$10.9 Million
Previous $12.8 Million
18.44%
% of portfolio
3.64%
Previous 3.3%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio