Nova R Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Nova R Wealth, Inc.
- $190 Million
- Q1 2025
A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nova R Wealth, Inc. holds 14,413 shares of DUHP stock, worth $471,016. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,413
Previous 14,378
0.24%
Holding current value
$471,016
Previous $485,000
1.65%
% of portfolio
0.25%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
401Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio