Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 13,949 shares of DUHP stock, worth $495,050. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,949
Previous 14,146
1.39%
Holding current value
$495,050
Previous $452,000
5.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.31 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$296 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$243 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$239 Million15.86% of portfolio