Richardson Capital Management LLC Dimensional ETF Tr Dimensional Transaction History

Richardson Capital Management LLC

$157 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$24.79 - $28.64 $9,916 - $11,456	400 New	400 $11.4 Million

Others Institutions Holding DUHP

# of Institutions

393

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.27 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.18 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$270 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$229 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$228 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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