Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Dimensional Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.85 Billion
- Q1 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 73,282 shares of DUHP stock, worth $2.55 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
73,282Holding current value
$2.55 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
417Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
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Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio