Schubert & CO Dimensional ETF Tr Dimensional Transaction History
Schubert & CO
- $122 Million
- Q3 2025
A detailed history of Schubert & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schubert & CO holds 101,954 shares of DUHP stock, worth $3.84 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
101,954
Previous 90,548
12.6%
Holding current value
$3.84 Million
Previous $3.22 Million
19.6%
% of portfolio
3.17%
Previous 2.76%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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