Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,228,911 shares of DUHP stock, worth $44 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
1,228,911
Previous 1,274,006
3.54%
Holding current value
$44 Million
Previous $43.4 Million
4.33%
% of portfolio
6.72%
Previous 6.84%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall 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