Everest Management Corp. Dimensional ETF Tr Dimensional Transaction History
Everest Management Corp.
- $157 Billion
- Q3 2025
A detailed history of Everest Management Corp. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Everest Management Corp. holds 27,768 shares of DUHP stock, worth $1.05 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
27,768
Previous 23,566
17.83%
Holding current value
$1.05 Million
Previous $838 Million
25.15%
% of portfolio
0.67%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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