Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 23,362 shares of DUHP stock, worth $823,510. This represents 0.39% of its overall portfolio holdings.
Number of Shares
23,362
Previous 23,362
-0.0%
Holding current value
$823,510
Previous $795,000
0.75%
% of portfolio
0.39%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio