Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $171 Million
- Q3 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 689,267 shares of DUHP stock, worth $23.8 Million. This represents 13.73% of its overall portfolio holdings.
Number of Shares
689,267
Previous 707,854
2.63%
Holding current value
$23.8 Million
Previous $22.6 Million
3.71%
% of portfolio
13.73%
Previous 15.92%
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