Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Group, LLC holds 62,865 shares of DUHP stock, worth $2.11 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
62,865Holding current value
$2.11 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$227 Million15.86% of portfolio