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

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

458

Shares Held

244M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.48 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.35 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$300 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.17M
Shares

$264 Million
4.42% of portfolio
Pure Financial Advisors, LLC

6.37M
Shares

$235 Million
4.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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