Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

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 1,403 shares of DUHP stock, worth $49,329. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,403

Holding current value

$49,329

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$33.62 - $35.69 $47,168 - $50,073	1,403 New	1,403 $47.4 Million

Others Institutions Holding DUHP

# of Institutions

381

Shares Held

219M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.34 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.33 Billion
2.82% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$287 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$243 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.75M
Shares

$237 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History