Garrett Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Garrett Investment Advisors LLC
- $1.09 Billion
- Q3 2025
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 12,600 shares of DUHP stock, worth $478,170. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,600
Previous 14,754
14.6%
Holding current value
$478,170
Previous $524,000
9.35%
% of portfolio
0.04%
Previous 0.05%
Shares
7 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