Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Asset Management Inc holds 38,231,301 shares of DUHP stock, worth $1.35 Billion. This represents 0.43% of its overall portfolio holdings.
Number of Shares
38,231,301
Previous 36,920,597
3.55%
Holding current value
$1.35 Billion
Previous $1.26 Billion
2.7%
% of portfolio
0.43%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio
-
Pure Financial Advisors, LLC5.46MShares$192 Million4.35% of portfolio