Clearstead Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $159,202 - $176,448	5,179 New	5,179 $176,000

Others Institutions Holding DUHP

# of Institutions

462

Shares Held

244M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.5 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.36 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$304 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.17M
Shares

$268 Million
4.42% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$263 Million
15.92% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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