Envestnet Portfolio Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 19,305 shares of DUHP stock, worth $678,763. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,305
Previous 17,352
11.26%
Holding current value
$678,763
Previous $591,000
10.32%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.34 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$237 Million4.6% of portfolio