Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 75,646 shares of DUHP stock, worth $2.44 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
75,646
Previous 77,121
1.91%
Holding current value
$2.44 Million
Previous $1.98 Million
9.24%
% of portfolio
0.14%
Previous 0.14%
Shares
7 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