Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lauterbach Financial Advisors, LLC
- $153 Million
- Q1 2025
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 7,785 shares of DUHP stock, worth $254,413. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,785
Previous 7,026
10.8%
Holding current value
$254,413
Previous $237,000
8.44%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
403Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio