Moloney Securities Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Moloney Securities Asset Management, LLC
- $787 Million
- Q3 2025
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 10,430 shares of DUHP stock, worth $392,793. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,430
Previous 11,880
12.21%
Holding current value
$392,793
Previous $422,000
6.87%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio