Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 16,302 shares of DUHP stock, worth $522,968. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,302
Previous 16,073
1.42%
Holding current value
$522,968
Previous $459,000
12.2%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio