Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $439 Million
- Q2 2025
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 34,721 shares of DUHP stock, worth $1.26 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
34,721
Previous 34,021
2.06%
Holding current value
$1.26 Million
Previous $1.13 Million
9.49%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio