Black Point Wealth Management Dimensional ETF Tr Dimensional Transaction History
Black Point Wealth Management
- $3.5 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
234MCall 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
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio