Nova R Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Nova R Wealth, Inc.
- $190 Million
- Q4 2024
A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nova R Wealth, Inc. holds 14,378 shares of DUHP stock, worth $500,641. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,378
Previous 14,336
0.29%
Holding current value
$500,641
Previous $488,000
0.61%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
350Shares Held
212MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio