Wood Tarver Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Wood Tarver Financial Group, LLC
- $332 Million
- Q2 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 2,021 shares of DUHP stock, worth $76,312. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,021
Previous 3,567
43.34%
Holding current value
$76,312
Previous $118,000
39.83%
% of portfolio
0.02%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio