Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,755,707 shares of DUHP stock, worth $95.8 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,755,707
Previous 2,696,058
2.21%
Holding current value
$95.8 Million
Previous $91.1 Million
0.25%
% of portfolio
0.19%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio