Willis Johnson & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Willis Johnson & Associates, Inc.
- $1.3 Billion
- Q4 2024
A detailed history of Willis Johnson & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 7,105 shares of DUHP stock, worth $237,378. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,105
Previous 7,105
-0.0%
Holding current value
$237,378
Previous $242,000
0.83%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.28 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.19 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$272 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$231 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$230 Million4.6% of portfolio