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

Helen Stephens Group, LLC

$337 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

394

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.26 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.17 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$268 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$227 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$226 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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