Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 89,833 shares of DUHP stock, worth $3.22 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
89,833Holding current value
$3.22 Million% of portfolio
0.73%Shares
1 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
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$246 Million4.6% of portfolio