Syverson Strege & CO Dimensional ETF Tr Dimensional Transaction History
Syverson Strege & CO
- $394 Million
- Q3 2025
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Syverson Strege & CO holds 466,177 shares of DUHP stock, worth $17.6 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
466,177
Previous 507,895
8.21%
Holding current value
$17.6 Million
Previous $18.1 Million
2.51%
% of portfolio
4.46%
Previous 4.51%
Shares
14 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
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Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio