Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $142 Million
- Q2 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 707,854 shares of DUHP stock, worth $22.9 Million. This represents 15.92% of its overall portfolio holdings.
Number of Shares
707,854
Previous 711,641
0.53%
Holding current value
$22.9 Million
Previous $22.5 Million
0.67%
% of portfolio
15.92%
Previous 15.92%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$991 Million2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$952 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$266 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$218 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$216 Million4.41% of portfolio