Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 2,188 shares of DUHP stock, worth $79,205. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,188
Previous 2,188
-0.0%
Holding current value
$79,205
Previous $73.9 Million
99.9%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
419Shares Held
229MCall 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