Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 19,782 shares of DUHP stock, worth $638,365. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,782Holding current value
$638,365% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio