Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 911,695 shares of DUHP stock, worth $31.1 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
911,695Holding current value
$31.1 Million% of portfolio
6.19%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio