Benchmark Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 27,372 shares of DUHP stock, worth $991,413. This represents 0.44% of its overall portfolio holdings.
Number of Shares
27,372
Previous 20,929
30.79%
Holding current value
$991,413
Previous $687,000
41.63%
% of portfolio
0.44%
Previous 0.33%
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