Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 236,165 shares of DUHP stock, worth $8.89 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
236,165
Previous 382,554
38.27%
Holding current value
$8.89 Million
Previous $14.4 Million
38.45%
% of portfolio
0.3%
Previous 0.43%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio