Vested Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Vested Financial Planning, LLC
- $112 Billion
- Q2 2025
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vested Financial Planning, LLC holds 166,785 shares of DUHP stock, worth $6.3 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
166,785Holding current value
$6.3 Million% of portfolio
5.28%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio