Kooman & Associates Dimensional ETF Tr Dimensional Transaction History
Kooman & Associates
- $271 Billion
- Q3 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kooman & Associates holds 405,599 shares of DUHP stock, worth $14 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
405,599
Previous 395,430
2.57%
Holding current value
$14 Million
Previous $12.6 Billion
9.24%
% of portfolio
5.1%
Previous 5.09%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio