Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $145 Billion
- Q2 2025
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 47,118 shares of DUHP stock, worth $1.76 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
47,118
Previous 50,542
6.77%
Holding current value
$1.76 Million
Previous $1.78 Billion
2.66%
% of portfolio
1.19%
Previous 1.3%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.5 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$304 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$268 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$263 Million15.92% of portfolio