Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $86.3 Billion
- Q3 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Black Point Wealth Management holds 96,179 shares of DUHP stock, worth $3.25 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
96,179
Previous 85,345
12.69%
Holding current value
$3.25 Million
Previous $2.73 Billion
20.02%
% of portfolio
3.8%
Previous 2.83%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.28 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.25 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$282 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$231 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$228 Million15.86% of portfolio