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 $78 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
$78 Million
Previous $66.6 Million
9.28%
% of portfolio
10.38%
Previous 10.54%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$311 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$269 Million15.92% of portfolio