Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,420 shares of DUHP stock, worth $413,632. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,420Holding current value
$413,632% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
437Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
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Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio