Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Peninsula Wealth, LLC holds 37,150 shares of DUHP stock, worth $1.16 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,150
Previous 36,535
1.68%
Holding current value
$1.16 Million
Previous $1.24 Million
0.88%
% of portfolio
0.22%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio