Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DUHP
# of Institutions
473Shares Held
249MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
 - 
    
      Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
 - 
    
      Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
 - 
    
      Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
 - 
    
      Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio