Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $240 Billion
- Q1 2025
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 12,430 shares of DUHP stock, worth $423,863. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,430
Previous 13,815
10.03%
Holding current value
$423,863
Previous $467 Million
11.76%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.3 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$240 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$237 Million4.35% of portfolio