Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $255 Million
- Q4 2024
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 489,025 shares of DUHP stock, worth $16.7 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
489,025
Previous 322,112
51.82%
Holding current value
$16.7 Million
Previous $11 Million
50.57%
% of portfolio
6.47%
Previous 6.22%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio