Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

364

Shares Held

214M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$292 Million
12.03% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$242 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$239 Million
4.45% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.