Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $437 Million
- Q4 2024
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 1,291,353 shares of DUHP stock, worth $42.7 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
1,291,353
Previous 1,305,322
1.07%
Holding current value
$42.7 Million
Previous $44.5 Million
1.88%
% of portfolio
9.99%
Previous 10.03%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$228 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$227 Million4.6% of portfolio