Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Better Wealth, LLC
- $357 Million
- Q4 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 344,800 shares of DUHP stock, worth $12.4 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
344,800
Previous 774,087
55.46%
Holding current value
$12.4 Million
Previous $26.4 Million
55.83%
% of portfolio
3.27%
Previous 7.99%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$246 Million4.6% of portfolio