Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $153 Million
- Q2 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 1,289,696 shares of DUHP stock, worth $49.2 Million. This represents 29.94% of its overall portfolio holdings.
Number of Shares
1,289,696
Previous 1,278,843
0.85%
Holding current value
$49.2 Million
Previous $42.4 Million
8.21%
% of portfolio
29.94%
Previous 27.95%
Shares
10 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