Willis Johnson & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Willis Johnson & Associates, Inc.
- $1.32 Billion
- Q1 2025
A detailed history of Willis Johnson & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 7,136 shares of DUHP stock, worth $258,323. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,136
Previous 7,105
0.44%
Holding current value
$258,323
Previous $240,000
1.67%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio