Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Dimensional Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 967 shares of DUHP stock, worth $33,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
967
Previous 882
9.64%
Holding current value
$33,303
Previous $28,000
14.29%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio