Syverson Strege & CO Dimensional ETF Tr Dimensional Transaction History
Syverson Strege & CO
- $280 Million
- Q4 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Syverson Strege & CO holds 499,143 shares of DUHP stock, worth $17.5 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
499,143
Previous 505,249
1.21%
Holding current value
$17.5 Million
Previous $17.2 Million
2.02%
% of portfolio
6.02%
Previous 6.2%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio