Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Better Wealth, LLC holds 774,087 shares of DUHP stock, worth $26.4 Million. This represents 7.99% of its overall portfolio holdings.
Number of Shares
774,087
Previous 764,634
1.24%
Holding current value
$26.4 Million
Previous $24.5 Million
7.82%
% of portfolio
7.99%
Previous 7.99%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio