Tassel Capital Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Tassel Capital Management, Inc.
- $113 Billion
- Q4 2024
A detailed history of Tassel Capital Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tassel Capital Management, Inc. holds 436,984 shares of DUHP stock, worth $14.5 Million. This represents 13.1% of its overall portfolio holdings.
Number of Shares
436,984Holding current value
$14.5 Million% of portfolio
13.1%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio