Wood Tarver Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Wood Tarver Financial Group, LLC
- $299 Million
- Q4 2024
A detailed history of Wood Tarver Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 3,564 shares of DUHP stock, worth $121,603. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,564Holding current value
$121,603% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio