Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $3.5 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio