Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 7,026 shares of DUHP stock, worth $247,525. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,026
Previous 6,166
13.95%
Holding current value
$247,525
Previous $210,000
12.86%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio