Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,414,849 shares of DUHP stock, worth $48.4 Million. This represents 13.77% of its overall portfolio holdings.
Number of Shares
1,414,849
Previous 1,369,030
3.35%
Holding current value
$48.4 Million
Previous $43.8 Million
10.07%
% of portfolio
13.77%
Previous 13.62%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio