Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 2024
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 6,166 shares of DUHP stock, worth $214,700. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,166Holding current value
$214,700% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio