Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,403 shares of DUHP stock, worth $49,090. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,403

Holding current value

$49,090

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$33.62 - $35.69 $47,168 - $50,073	1,403 New	1,403 $47.4 Million

Others Institutions Holding DUHP

# of Institutions

367

Shares Held

216M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$292 Million
12.03% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$242 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$239 Million
4.45% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Account

Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History