Stewardship Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stewardship Advisors, LLC holds 12,601 shares of DUHP stock, worth $440,908. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,601
Previous 10,843
16.21%
Holding current value
$440,908
Previous $369,000
15.18%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
364Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio