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 $416,715. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,601
Previous 10,843
16.21%
Holding current value
$416,715
Previous $369,000
15.18%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$228 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$227 Million4.6% of portfolio