Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 44,806 shares of DUHP stock, worth $1.42 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
44,806Holding current value
$1.42 Million% of portfolio
1.33%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
398Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio