Forteris Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 22,583 shares of DUHP stock, worth $850,475. This represents 0.85% of its overall portfolio holdings.
Number of Shares
22,583Holding current value
$850,475% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
494Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
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Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio