Herold Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Herold Advisors, Inc.
- $443 Million
- Q4 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Herold Advisors, Inc. holds 20,168 shares of DUHP stock, worth $715,560. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,168
Previous 20,168
-0.0%
Holding current value
$715,560
Previous $687,000
0.87%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio