Viawealth, LLC Dimensional ETF Tr Dimensional Transaction History
Viawealth, LLC
- $161 Billion
- Q2 2024
A detailed history of Viawealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Viawealth, LLC holds 78,102 shares of DUHP stock, worth $2.63 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
78,102
Previous 82,412
5.23%
Holding current value
$2.63 Million
Previous $2.61 Billion
4.09%
% of portfolio
1.55%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
306Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$991 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$276 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$227 Million16.37% of portfolio