Wealth Management Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 305,861 shares of DUHP stock, worth $10.8 Million. This represents 8.03% of its overall portfolio holdings.
Number of Shares
305,861Holding current value
$10.8 Million% of portfolio
8.03%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio