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
- $4.37 Billion
- Q2 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 708,946 shares of DUHP stock, worth $26.8 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
708,946
Previous 73,282
867.42%
Holding current value
$26.8 Million
Previous $2.43 Million
938.3%
% of portfolio
0.58%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio