Intelligence Driven Advisers, LLC Dimensional ETF Tr Dimensional Transaction History
Intelligence Driven Advisers, LLC
- $532 Million
- Q4 2024
A detailed history of Intelligence Driven Advisers, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 155,374 shares of DUHP stock, worth $5.47 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
155,374
Previous 206,352
24.7%
Holding current value
$5.47 Million
Previous $7.03 Million
25.32%
% of portfolio
0.99%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
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