Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $335 Million
- Q1 2025
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 634,127 shares of DUHP stock, worth $23 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
634,127
Previous 489,025
29.67%
Holding current value
$23 Million
Previous $16.5 Million
27.17%
% of portfolio
6.28%
Previous 6.47%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio