Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,744 shares of DUHP stock, worth $65,679. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,744
Previous 1,000
74.4%
Holding current value
$65,679
Previous $42.3 Million
55.8%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio