Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $17.3 Billion
- Q1 2025
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Black Point Wealth Management holds 11,762 shares of DUHP stock, worth $371,208. This represents 2.26% of its overall portfolio holdings.
Number of Shares
11,762
Previous 102,429
88.52%
Holding current value
$371,208
Previous $3.46 Billion
88.74%
% of portfolio
2.26%
Previous 4.0%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
396Shares Held
221MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$257 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$218 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio