Intelligence Driven Advisers, LLC Dimensional ETF Tr Dimensional Transaction History
Intelligence Driven Advisers, LLC
- $707 Million
- Q3 2025
A detailed history of Intelligence Driven Advisers, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 109,730 shares of DUHP stock, worth $4.13 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
109,730
Previous 133,970
18.09%
Holding current value
$4.13 Million
Previous $4.76 Million
13.0%
% of portfolio
0.59%
Previous 0.73%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio