Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Turtle Creek Wealth Advisors, LLC

$1.12 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$29.72 - $32.4 $106,783 - $116,413	3,593 New	3,593 $115 Million

Others Institutions Holding DUHP

# of Institutions

472

Shares Held

249M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.52 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

$309 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.54M
Shares

$286 Million
4.43% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$267 Million
15.92% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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