Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $640 Million
- Q2 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 3,929 shares of DUHP stock, worth $133,782. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,929
Previous 3,917
0.31%
Holding current value
$133,782
Previous $123,000
1.63%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio