Stock
DUHP
| Ownership Count: | 476 |
| Ownership Count: | 476 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 0.43% |
Added 3.55%
|
38,231,301 | $1,291,835,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 2.98% |
Reduced 5.65%
|
35,688,280 | $1,205,906,000.0 |
| Merriman Wealth Management, LLC | 11.85% |
Reduced 2.30%
|
8,149,756 | $275,380,000.0 |
| Adero Partners, LLC | 15.47% |
Added 2.53%
|
6,907,324 | $233,398,000.0 |
| Forum Financial Management, LP | 4.18% |
Reduced 2.00%
|
6,052,860 | $204,526,000.0 |
| Pure Financial Advisors, LLC | 4.21% |
Added 18.00%
|
5,461,842 | $184,555,000.0 |
| Corient Private Wealth LLC | 0.16% |
Added 27.10%
|
2,752,703 | $93,013,000.0 |
| Colony Group, LLC | 0.24% |
Added 12.38%
|
2,612,433 | $88,274,000.0 |
| ALESCO ADVISORS LLC | 2.77% |
Reduced 1.67%
|
2,608,988 | $88,157,000.0 |
| Aprio Wealth Management, LLC | 13.02% |
Added 8.24%
|
2,570,342 | $86,851,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% |
Added 0.06%
|
2,568,683 | $87,514,000.0 |
| HighTower Advisors, LLC | 0.12% |
Reduced 0.83%
|
2,413,532 | $81,553,000.0 |
| PATHSTONE FAMILY OFFICE, LLC | 0.9% |
Added 107.11%
|
2,329,372 | $61,821,000.0 |
| BANK OF MONTREAL /CAN/ | 0.07% |
Added 4.05%
|
2,118,333 | $71,578,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.75% |
Added 12.83%
|
2,099,693 | $67,169,000.0 |