Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 7,591 shares of DUHP stock, worth $288,078. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,591
Previous 8,406
9.7%
Holding current value
$288,078
Previous $279 Million
3.1%
% of portfolio
0.13%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio