Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Turtle Creek Wealth Advisors, LLC

$432 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

309

Shares Held

187M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

30.6M
Shares

$1.04 Billion
2.48% of portfolio
Envestnet Asset Management Inc

29.4M
Shares

$1 Billion
0.33% of portfolio
Merriman Wealth Management, LLC

8.21M
Shares

$280 Million
11.93% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$233 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.75M
Shares

$230 Million
16.37% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.