Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,472 shares of DUHP stock, worth $53,286. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,472
Previous 1,403
4.92%
Holding current value
$53,286
Previous $47.4 Million
2.93%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
419Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio