United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $344 Billion
- Q2 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 721,458 shares of DUHP stock, worth $26.6 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
721,458
Previous 709,926
1.62%
Holding current value
$26.6 Million
Previous $23.5 Billion
9.05%
% of portfolio
7.45%
Previous 7.37%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio