Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $443 Million
- Q3 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 1,305,322 shares of DUHP stock, worth $44.5 Million. This represents 10.03% of its overall portfolio holdings.
Number of Shares
1,305,322
Previous 1,293,917
0.88%
Holding current value
$44.5 Million
Previous $41.4 Million
7.44%
% of portfolio
10.03%
Previous 9.95%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio