1900 Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
1900 Wealth Management LLC
- $1.09 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio