Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $217 Billion
- Q2 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 8,470 shares of DUHP stock, worth $297,042. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,470Holding current value
$297,042% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
196MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
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Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio