Hb Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 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 865,963 shares of DUHP stock, worth $31.9 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
865,963Holding current value
$31.9 Million% of portfolio
0.25%Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio