Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $447 Million
- Q1 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 1,286,269 shares of DUHP stock, worth $47 Million. This represents 9.54% of its overall portfolio holdings.
Number of Shares
1,286,269
Previous 1,291,353
0.39%
Holding current value
$47 Million
Previous $43.6 Million
2.31%
% of portfolio
9.54%
Previous 9.99%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.39 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.28 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$298 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$258 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$254 Million4.35% of portfolio