Shore Point Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shore Point Advisors, LLC holds 187,953 shares of DUHP stock, worth $6.14 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
187,953
Previous 180,862
3.92%
Holding current value
$6.14 Million
Previous $6.11 Million
1.91%
% of portfolio
3.48%
Previous 3.41%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
402Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio