Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

416

Shares Held

228M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

38.1M
Shares

$1.3 Billion
2.93% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.19 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$278 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

6.94M
Shares

$237 Million
4.35% of portfolio
Pure Financial Advisors, LLC

6.13M
Shares

$209 Million
4.38% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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