Schubert & CO Dimensional ETF Tr Dimensional Transaction History
Schubert & CO
- $99.7 Million
- Q1 2024
A detailed history of Schubert & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schubert & CO holds 58,885 shares of DUHP stock, worth $1.88 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
58,885
Previous 56,701
3.85%
Holding current value
$1.88 Million
Previous $1.62 Million
14.73%
% of portfolio
1.87%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio