Iht Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,409 shares of DUHP stock, worth $497,398. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,409
Previous 14,409
-0.0%
Holding current value
$497,398
Previous $460,000
6.52%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio