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 $1.03 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
27,372
Previous 20,929
30.79%
Holding current value
$1.03 Million
Previous $687,000
41.63%
% of portfolio
0.44%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio