Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 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 55,554 shares of DUHP stock, worth $1.94 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
55,554
Previous 49,652
11.89%
Holding current value
$1.94 Million
Previous $1.59 Billion
19.16%
% of portfolio
1.61%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio