Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Helen Stephens Group, LLC

$352 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

400

Shares Held

225M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.15 Billion
2.98% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.13 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$263 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$227 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$222 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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