Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.08 Billion
- Q1 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 59,643 shares of DUHP stock, worth $2.16 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
59,643
Previous 29,944
99.18%
Holding current value
$2.16 Million
Previous $1.01 Million
95.45%
% of portfolio
0.18%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
438Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio