Bank Of Montreal Dimensional ETF Tr Dimensional Transaction History
Bank Of Montreal
- $202 Billion
- Q4 2024
A detailed history of Bank Of Montreal transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bank Of Montreal holds 2,118,333 shares of DUHP stock, worth $75.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,118,333
Previous 2,035,864
4.05%
Holding current value
$75.5 Million
Previous $69.4 Million
3.2%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$290 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$246 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$241 Million4.6% of portfolio