Viawealth, LLC Dimensional ETF Tr Dimensional Transaction History
Viawealth, LLC
- $166 Billion
- Q4 2024
A detailed history of Viawealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Viawealth, LLC holds 71,902 shares of DUHP stock, worth $2.53 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
71,902
Previous 74,773
3.84%
Holding current value
$2.53 Million
Previous $2.55 Billion
4.63%
% of portfolio
1.47%
Previous 1.48%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares 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