Moneta Group Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 321,178 shares of DUHP stock, worth $12.1 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
321,178Holding current value
$12.1 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
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Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
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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
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio