Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.17 Billion
- Q2 2025
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Private Wealth, LLC holds 79,025 shares of DUHP stock, worth $3.01 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
79,025
Previous 59,643
32.5%
Holding current value
$3.01 Million
Previous $1.98 Million
42.21%
% of portfolio
0.24%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio