Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Wealthspan Partners, LLC

$169 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

278

Shares Held

166M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

26.3M
Shares

$851 Million
2.36% of portfolio
Envestnet Asset Management Inc

25.6M
Shares

$829 Million
0.31% of portfolio
Merriman Wealth Management, LLC

8.1M
Shares

$262 Million
11.86% of portfolio
Forum Financial Management, LP Lombard, IL

7.08M
Shares

$229 Million
4.33% of portfolio
Vista Wealth Management Group, LLC

6.69M
Shares

$216 Million
16.65% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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