Zhang Financial LLC Dimensional ETF Tr Dimensional Transaction History

Zhang Financial LLC

$2.13 Billion
Q2 2025

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Zhang Financial LLC holds 8,937 shares of DUHP stock, worth $325,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,937

Holding current value

$325,128

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$29.36 - $35.56 $262,390 - $317,799	8,937 New	8,937 $317,000

Others Institutions Holding DUHP

# of Institutions

447

Shares Held

239M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

38.1M
Shares

$1.38 Billion
2.93% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.33 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$296 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.17M
Shares

$261 Million
4.42% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$256 Million
15.92% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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