Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $493 Million
- Q3 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,673 shares of DUHP stock, worth $215,290. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,673Holding current value
$215,290% of portfolio
0.04%Shares
1 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
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio