Weinberger Asset Management, Inc Dimensional ETF Tr Dimensional Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 257,070 shares of DUHP stock, worth $8.77 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
257,070
Previous 242,562
5.98%
Holding current value
$8.77 Million
Previous $8.26 Billion
5.11%
% of portfolio
3.63%
Previous 3.52%
Shares
9 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