Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $169 Million
- Q1 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 16,625 shares of DUHP stock, worth $537,153. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,625
Previous 15,309
8.6%
Holding current value
$537,153
Previous $437,000
20.14%
% of portfolio
0.31%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio