Iht Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
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 18,589 shares of DUHP stock, worth $691,139. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,589
Previous 18,589
-0.0%
Holding current value
$691,139
Previous $616,000
7.31%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.49 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$303 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$267 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$262 Million15.92% of portfolio