Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q4 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 524,348 shares of DUHP stock, worth $18.3 Million. This represents 13.2% of its overall portfolio holdings.
Number of Shares
524,348
Previous 522,383
0.38%
Holding current value
$18.3 Million
Previous $17.8 Billion
0.52%
% of portfolio
13.2%
Previous 13.27%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
367Shares Held
216MCall 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$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio