Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Black Point Wealth Management holds 102,429 shares of DUHP stock, worth $3.49 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
102,429
Previous 96,179
6.5%
Holding current value
$3.49 Million
Previous $3.28 Billion
5.62%
% of portfolio
4.0%
Previous 3.8%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio