Avalon Trust CO Dimensional ETF Tr Dimensional Transaction History

Avalon Trust CO

$1.54 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$25.64 - $27.32 $72,715 - $77,479	2,836 New	2,836 $72.9 Million

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

222M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

42.6M
Shares

$1.6 Billion
2.74% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$307 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.54M
Shares

$284 Million
4.43% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$265 Million
15.92% of portfolio
Pure Financial Advisors, LLC

6.93M
Shares

$261 Million
4.32% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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