Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geo Wealth Management, LLC holds 4,575 shares of DUHP stock, worth $147,726. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,575Holding current value
$147,726% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio