Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 24,908 shares of DUHP stock, worth $926,079. This represents 0.72% of its overall portfolio holdings.
Number of Shares
24,908
Previous 24,653
1.03%
Holding current value
$926,079
Previous $817 Million
8.41%
% of portfolio
0.72%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.49 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$303 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$267 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$262 Million15.92% of portfolio