Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 14,146 shares of DUHP stock, worth $496,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,146
Previous 11,347
24.67%
Holding current value
$496,100
Previous $358,000
26.26%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio