Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 275,862 shares of DUHP stock, worth $8.93 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
275,862Holding current value
$8.93 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$991 Million2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$952 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$266 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$218 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$216 Million4.41% of portfolio