Hb Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,533,862 shares of DUHP stock, worth $58.2 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,533,862
Previous 865,963
77.13%
Holding current value
$58.2 Million
Previous $30.8 Million
88.14%
% of portfolio
0.4%
Previous 0.25%
Shares
3 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