Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 1,179 shares of DUHP stock, worth $36,949. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,179
Previous 1,179
-0.0%
Holding current value
$36,949
Previous $40,000
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio