Vision Point Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Vision Point Advisory Group, LLC
- $262 Million
- Q1 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 109 shares of DUHP stock, worth $3,521. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109Holding current value
$3,521% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio