Waterloo Capital, L.P. Dimensional ETF Tr Dimensional Call Options Transaction History

Waterloo Capital, L.P.

$1.24 Trillion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

462

Shares Held

244M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.53 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.39 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$310 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.17M
Shares

$273 Million
4.42% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$268 Million
15.92% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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