Viawealth, LLC Dimensional ETF Tr Dimensional Transaction History
Viawealth, LLC
- $172 Billion
- Q3 2024
A detailed history of Viawealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Viawealth, LLC holds 74,773 shares of DUHP stock, worth $2.56 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
74,773
Previous 78,102
4.26%
Holding current value
$2.56 Million
Previous $2.5 Billion
1.96%
% of portfolio
1.48%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio