Orion Portfolio Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 36,626 shares of DUHP stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,626
Previous 33,133
10.54%
Holding current value
$1.2 Million
Previous $1.13 Million
9.66%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio