Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Robinson Smith Wealth Advisors LLC
- $104 Billion
- Q1 2024
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 45,506 shares of DUHP stock, worth $1.47 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
45,506
Previous 45,427
0.17%
Holding current value
$1.47 Million
Previous $1.3 Billion
10.68%
% of portfolio
1.38%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio