Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 1,060,663 shares of DUHP stock, worth $38.6 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
1,060,663
Previous 1,033,042
2.67%
Holding current value
$38.6 Million
Previous $34.2 Million
10.17%
% of portfolio
6.56%
Previous 6.69%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio