Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $245 Billion
- Q3 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 232,747 shares of DUHP stock, worth $8.77 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
232,747
Previous 198,828
17.06%
Holding current value
$8.77 Million
Previous $7.07 Billion
24.33%
% of portfolio
3.58%
Previous 3.46%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio