Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 753,398 shares of DUHP stock, worth $28.6 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
753,398
Previous 718,959
4.79%
Holding current value
$28.6 Million
Previous $25.6 Million
11.3%
% of portfolio
0.96%
Previous 0.93%
Shares
13 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
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio