Summit Wealth Group LLC / CO Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 350,073 shares of DUHP stock, worth $13.2 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
350,073Holding current value
$13.2 Million% of portfolio
3.13%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio