Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Robinson Smith Wealth Advisors LLC
- $119 Billion
- Q1 2025
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 76,558 shares of DUHP stock, worth $2.77 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
76,558
Previous 70,688
8.3%
Holding current value
$2.77 Million
Previous $2.39 Billion
6.22%
% of portfolio
2.12%
Previous 2.03%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio