Buckingham Strategic Partners Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Partners
- $5.48 Billion
- Q4 2024
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Partners holds 1,703,733 shares of DUHP stock, worth $61 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
1,703,733
Previous 1,361,633
25.12%
Holding current value
$61 Million
Previous $46.4 Million
24.1%
% of portfolio
1.05%
Previous 1.06%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$246 Million4.6% of portfolio