Balance Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

401

Shares Held

222M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.17 Billion
2.98% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.14 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$266 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$230 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.94M
Shares

$227 Million
4.35% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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