Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $164 Million
- Q3 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 1,283,682 shares of DUHP stock, worth $48.3 Million. This represents 29.55% of its overall portfolio holdings.
Number of Shares
1,283,682
Previous 1,289,696
0.47%
Holding current value
$48.3 Million
Previous $45.9 Million
5.72%
% of portfolio
29.55%
Previous 29.94%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio