Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q4 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 70,688 shares of DUHP stock, worth $2.49 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
70,688
Previous 55,554
27.24%
Holding current value
$2.49 Million
Previous $1.89 Billion
26.19%
% of portfolio
2.03%
Previous 1.61%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio