Lvz, Inc. Dimensional ETF Tr Dimensional Transaction History
Lvz, Inc.
- $742 Million
- Q3 2025
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lvz, Inc. holds 1,793,245 shares of DUHP stock, worth $67.5 Million. This represents 9.13% of its overall portfolio holdings.
Number of Shares
1,793,245
Previous 2,046,792
12.39%
Holding current value
$67.5 Million
Previous $72.8 Million
6.94%
% of portfolio
9.13%
Previous 10.38%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio