Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,940 shares of DUHP stock, worth $132,462. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,940
Previous 3,929
0.28%
Holding current value
$132,462
Previous $125,000
7.2%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$227 Million15.86% of portfolio