Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

386

Shares Held

220M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.36 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.27 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$289 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$245 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.75M
Shares

$240 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.