Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Vestmark Advisory Solutions, Inc.
- $2.63 Billion
- Q4 2024
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 930,500 shares of DUHP stock, worth $30.6 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
930,500
Previous 874,609
6.39%
Holding current value
$30.6 Million
Previous $29.8 Million
5.52%
% of portfolio
1.2%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio