New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 730,676 shares of DUHP stock, worth $27.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
730,676
Previous 795,236
8.12%
Holding current value
$27.5 Million
Previous $28.3 Million
2.41%
% of portfolio
0.13%
Previous 0.15%
Shares
13 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