Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 89,833 shares of DUHP stock, worth $3.13 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
89,833Holding current value
$3.13 Million% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
346Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio