O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
O'Shaughnessy Asset Management, LLC
- $16.5 Billion
- Q3 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 5,028 shares of DUHP stock, worth $189,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,028
Previous 4,069
23.57%
Holding current value
$189,354
Previous $144,000
31.25%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
508Shares Held
228MCall 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, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio