Sanford Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 41,814 shares of DUHP stock, worth $1.37 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
41,814Holding current value
$1.37 Million% of portfolio
0.24%Shares
1 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
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio