Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $22 Billion
- Q3 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 2,961,456 shares of DUHP stock, worth $112 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,961,456
Previous 1,030,342
187.42%
Holding current value
$112 Million
Previous $36.6 Million
205.3%
% of portfolio
0.51%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares Held
223MCall 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