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 $284,168. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,470Holding current value
$284,168% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.03 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$987 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$275 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$227 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$224 Million4.41% of portfolio