Pure Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Pure Financial Advisors, LLC
- $4.25 Billion
- Q4 2024
A detailed history of Pure Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 5,461,842 shares of DUHP stock, worth $191 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
5,461,842
Previous 4,628,551
18.0%
Holding current value
$191 Million
Previous $158 Million
17.03%
% of portfolio
4.35%
Previous 3.91%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
335Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio