Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$1.45 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$33.62 - $35.69 $273,330 - $290,159	8,130 Added 106.55%	15,760 $532,000
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $234,546 - $259,954	7,630 New	7,630 $259,000

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

38.1M
Shares

$1.34 Billion
2.93% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.24 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$288 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$249 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.94M
Shares

$245 Million
4.35% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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