Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 346,887 shares of DUHP stock, worth $13.1 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
346,887
Previous 5,916
5763.54%
Holding current value
$13.1 Million
Previous $210,000
6138.57%
% of portfolio
0.63%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio