Hmv Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 66,545 shares of DUHP stock, worth $2.51 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
66,545
Previous 24,055
176.64%
Holding current value
$2.51 Million
Previous $855 Million
193.83%
% of portfolio
1.38%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio