United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $319 Billion
- Q1 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 709,926 shares of DUHP stock, worth $25.4 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
709,926
Previous 652,508
8.8%
Holding current value
$25.4 Million
Previous $22 Billion
6.71%
% of portfolio
7.37%
Previous 7.43%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.36 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.25 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$252 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$248 Million4.35% of portfolio