Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $261 Million
- Q1 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 213,372 shares of DUHP stock, worth $7.76 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
213,372Holding current value
$7.76 Million% of portfolio
2.71%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
447Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio