Advisor Net Financial, Inc Dimensional ETF Tr Dimensional Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Net Financial, Inc holds 379,979 shares of DUHP stock, worth $12.5 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
379,979
Previous 955
39688.38%
Holding current value
$12.5 Million
Previous $32,000
40021.88%
% of portfolio
1.14%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio