Shore Point Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 152,211 shares of DUHP stock, worth $5.51 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
152,211
Previous 187,953
19.02%
Holding current value
$5.51 Million
Previous $6.23 Million
13.1%
% of portfolio
2.74%
Previous 3.48%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio