Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
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 722,762 shares of DUHP stock, worth $27.4 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
722,762
Previous 51,550
1302.06%
Holding current value
$27.4 Million
Previous $1.71 Million
1404.74%
% of portfolio
1.07%
Previous 0.07%
Shares
6 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