Syverson Strege & CO Dimensional ETF Tr Dimensional Transaction History
Syverson Strege & CO
- $277 Million
- Q3 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Syverson Strege & CO holds 505,249 shares of DUHP stock, worth $17.9 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
505,249
Previous 525,720
3.89%
Holding current value
$17.9 Million
Previous $16.8 Million
2.35%
% of portfolio
6.2%
Previous 6.13%
Shares
10 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$295 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$242 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$238 Million15.86% of portfolio