Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 44,806 shares of DUHP stock, worth $1.46 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
44,806Holding current value
$1.46 Million% of portfolio
1.33%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.16 Billion2.98% of portfolio
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Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$265 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$229 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$224 Million4.6% of portfolio