Lowe Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,781 shares of DUHP stock, worth $59,734. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,781
Previous 1,781
-0.0%
Holding current value
$59,734
Previous $60,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
330Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$226 Million15.86% of portfolio