Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 2025
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 237,485 shares of DUHP stock, worth $9.01 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
237,485
Previous 213,372
11.3%
Holding current value
$9.01 Million
Previous $7.07 Million
19.42%
% of portfolio
2.95%
Previous 2.71%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$272 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio