Moloney Securities Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Moloney Securities Asset Management, LLC
- $706 Million
- Q4 2024
A detailed history of Moloney Securities Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 6,460 shares of DUHP stock, worth $215,828. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,460Holding current value
$215,828% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.28 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.19 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$272 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$231 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$230 Million4.6% of portfolio