Syverson Strege & CO Dimensional ETF Tr Dimensional Transaction History
Syverson Strege & CO
- $280 Million
- Q4 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 499,143 shares of DUHP stock, worth $17.6 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
499,143
Previous 505,249
1.21%
Holding current value
$17.6 Million
Previous $17.2 Million
2.02%
% of portfolio
6.02%
Previous 6.2%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio