Sterling Wealth Management, Inc. Dimensional ETF Tr Dimensional Put Options Transaction History

Sterling Wealth Management, Inc.

$211 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

311

Shares Held

196M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Mercer Global Advisors Inc Denver, CO

30.6M
Shares

$1.07 Billion
2.48% of portfolio
Merriman Wealth Management, LLC

8.21M
Shares

$288 Million
11.93% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$240 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$236 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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