Savant Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Savant Capital, LLC

$8.64 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$24.79 - $28.64 $3.46 Million - $4 Million	139,697 New	139,697 $4 Million

Others Institutions Holding DUHP

# of Institutions

268

Shares Held

163M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

26.3M
Shares

$850 Million
2.36% of portfolio
Envestnet Asset Management Inc

25.6M
Shares

$829 Million
0.31% of portfolio
Merriman Wealth Management, LLC

8.1M
Shares

$262 Million
11.86% of portfolio
Forum Financial Management, LP Lombard, IL

7.08M
Shares

$229 Million
4.33% of portfolio
Vista Wealth Management Group, LLC

6.69M
Shares

$216 Million
16.65% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.