Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 175,935 shares of DUHP stock, worth $6.16 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
175,935Holding current value
$6.16 Million% of portfolio
6.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
364Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio