Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $697 Million
- Q3 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,240,006 shares of DUHP stock, worth $46.7 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
1,240,006
Previous 1,233,255
0.55%
Holding current value
$46.7 Million
Previous $43.9 Million
6.8%
% of portfolio
6.72%
Previous 6.67%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio