Kingsview Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 129,281 shares of DUHP stock, worth $4.88 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
129,281
Previous 128,655
0.49%
Holding current value
$4.88 Million
Previous $4.26 Million
7.83%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall 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, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio