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 $187 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
$187 Million
Previous $158 Million
17.03%
% of portfolio
4.35%
Previous 3.91%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.31 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$279 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$237 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$236 Million4.6% of portfolio