Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $442 Million
- Q1 2025
A detailed history of Austin Asset Management CO Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Asset Management CO Inc holds 305,423 shares of DUHP stock, worth $9.66 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
305,423
Previous 260,082
17.43%
Holding current value
$9.66 Million
Previous $8.79 Million
15.17%
% of portfolio
2.29%
Previous 1.89%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio