Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

$182 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$29.72 - $32.4 $216,450 - $235,969	7,283 New	7,283 $232,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.29 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.26 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$285 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$234 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$230 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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