Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 157,248 shares of DUHP stock, worth $5.8 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
157,248
Previous 82,383
90.87%
Holding current value
$5.8 Million
Previous $2.71 Million
106.61%
% of portfolio
0.25%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio