Lvz, Inc. Dimensional ETF Tr Dimensional Transaction History
Lvz, Inc.
- $701 Million
- Q2 2025
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lvz, Inc. holds 2,046,792 shares of DUHP stock, worth $74.8 Million. This represents 10.38% of its overall portfolio holdings.
Number of Shares
2,046,792
Previous 2,009,693
1.85%
Holding current value
$74.8 Million
Previous $66.6 Million
9.28%
% of portfolio
10.38%
Previous 10.54%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
436Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.39 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.28 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$298 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$258 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$254 Million4.35% of portfolio