Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 7,283 shares of DUHP stock, worth $249,661. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,283Holding current value
$249,661% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$235 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio