Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Dimensional Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 493,242 shares of DUHP stock, worth $16.8 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
493,242
Previous 469,015
5.17%
Holding current value
$16.8 Million
Previous $15.3 Billion
10.05%
% of portfolio
5.04%
Previous 4.93%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio