Viawealth, LLC Dimensional ETF Tr Dimensional Transaction History
Viawealth, LLC
- $160 Billion
- Q1 2024
A detailed history of Viawealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Viawealth, LLC holds 82,412 shares of DUHP stock, worth $2.64 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
82,412
Previous 72,639
13.45%
Holding current value
$2.64 Million
Previous $2.08 Billion
25.35%
% of portfolio
1.63%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio