Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $469 Million
- Q2 2025
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 1,281,835 shares of DUHP stock, worth $48.4 Million. This represents 9.72% of its overall portfolio holdings.
Number of Shares
1,281,835
Previous 1,286,269
0.34%
Holding current value
$48.4 Million
Previous $42.6 Million
6.93%
% of portfolio
9.72%
Previous 9.54%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
467Shares Held
247MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio