Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 52,921 shares of DUHP stock, worth $1.99 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
52,921
Previous 11,420
363.41%
Holding current value
$1.99 Million
Previous $406,000
392.12%
% of portfolio
0.56%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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