Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 13,953 shares of DUHP stock, worth $526,865. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,953
Previous 13,953
-0.0%
Holding current value
$526,865
Previous $462,000
7.36%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio