Lowe Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,781 shares of DUHP stock, worth $67,072. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,781
Previous 1,781
-0.0%
Holding current value
$67,072
Previous $63,000
6.35%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall 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