Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 40,564 shares of DUHP stock, worth $1.53 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
40,564
Previous 45,729
11.29%
Holding current value
$1.53 Million
Previous $1.63 Billion
5.78%
% of portfolio
1.1%
Previous 1.35%
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