Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 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 49,652 shares of DUHP stock, worth $1.69 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
49,652
Previous 45,506
9.11%
Holding current value
$1.69 Million
Previous $1.44 Billion
10.42%
% of portfolio
1.4%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio