Walden Wealth Partners LLC Dimensional ETF Tr Dimensional Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 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 174,403 shares of DUHP stock, worth $6.1 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
174,403
Previous 172,683
1.0%
Holding current value
$6.1 Million
Previous $5.34 Billion
4.56%
% of portfolio
3.11%
Previous 3.1%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio