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 $33,564. This represents 0.01% of its overall portfolio holdings.
Number of Shares
967
Previous 882
9.64%
Holding current value
$33,564
Previous $28,000
14.29%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio