Garrett Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Garrett Investment Advisors LLC
- $926 Million
- Q1 2025
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 14,754 shares of DUHP stock, worth $462,390. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,754
Previous 14,754
-0.0%
Holding current value
$462,390
Previous $498,000
2.81%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio