Sanford Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 41,814 shares of DUHP stock, worth $1.35 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
41,814Holding current value
$1.35 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio