Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $177 Million
- Q3 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 322,112 shares of DUHP stock, worth $11.1 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
322,112Holding current value
$11.1 Million% of portfolio
6.22%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
305Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.06 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$1.02 Billion0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$284 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$234 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$231 Million4.41% of portfolio