Walden Wealth Partners LLC Dimensional ETF Tr Dimensional Transaction History
Walden Wealth Partners LLC
- $172 Billion
- Q1 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walden Wealth Partners LLC holds 172,683 shares of DUHP stock, worth $5.58 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
172,683
Previous 160,764
7.41%
Holding current value
$5.58 Million
Previous $4.6 Billion
16.01%
% of portfolio
3.1%
Previous 2.9%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio