Lvz, Inc. Dimensional ETF Tr Dimensional Transaction History
Lvz, Inc.
- $632 Million
- Q1 2025
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lvz, Inc. holds 2,009,693 shares of DUHP stock, worth $64.9 Million. This represents 10.54% of its overall portfolio holdings.
Number of Shares
2,009,693
Previous 2,035,836
1.28%
Holding current value
$64.9 Million
Previous $68.8 Million
3.18%
% of portfolio
10.54%
Previous 10.26%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
400Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.13 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio