Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Dimensional Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 531,146 shares of DUHP stock, worth $17.6 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
531,146
Previous 493,242
7.68%
Holding current value
$17.6 Million
Previous $16.8 Billion
5.0%
% of portfolio
5.34%
Previous 5.04%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio