Vestment Financial LLC Dimensional ETF Tr Dimensional Transaction History
Vestment Financial LLC
- $131 Billion
- Q4 2024
A detailed history of Vestment Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestment Financial LLC holds 192,346 shares of DUHP stock, worth $6.82 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
192,346Holding current value
$6.82 Million% of portfolio
4.98%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio