Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lauterbach Financial Advisors, LLC
- $190 Million
- Q3 2025
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 12,193 shares of DUHP stock, worth $459,188. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,193
Previous 11,773
3.57%
Holding current value
$459,188
Previous $418,000
10.05%
% of portfolio
0.24%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall 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