American Investment Services, Inc. Dimensional ETF Tr Dimensional Transaction History
American Investment Services, Inc.
- $553 Million
- Q2 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Investment Services, Inc. holds 48,672 shares of DUHP stock, worth $1.67 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
48,672
Previous 55,051
11.59%
Holding current value
$1.67 Million
Previous $1.74 Million
10.52%
% of portfolio
0.28%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
307Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.05 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1.01 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$281 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$231 Million16.37% of portfolio