Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 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 2,872,164 shares of DUHP stock, worth $104 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,872,164
Previous 2,755,707
4.23%
Holding current value
$104 Million
Previous $91.3 Million
11.84%
% of portfolio
0.18%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
234MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio