Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 3,593 shares of DUHP stock, worth $122,449. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,593Holding current value
$122,449% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
309Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio