Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.28 Billion2.93% of portfolio
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Envestnet Asset Management Inc35MShares$1.18 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$274 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$237 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$233 Million4.35% of portfolio