Burleson & Company, LLC Dimensional ETF Tr Dimensional Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burleson & Company, LLC holds 2,576 shares of DUHP stock, worth $80,731. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,576
Previous 1,998
28.93%
Holding current value
$80,731
Previous $43,000
41.86%
% of portfolio
0.02%
Previous 0.01%
Shares
2 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