M Holdings Securities, Inc. Dimensional ETF Tr Dimensional Transaction History
M Holdings Securities, Inc.
- $473 Million
- Q3 2025
A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, M Holdings Securities, Inc. holds 107,665 shares of DUHP stock, worth $4.05 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
107,665
Previous 103,079
4.45%
Holding current value
$4.05 Million
Previous $3.64 Million
11.79%
% of portfolio
0.86%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
490Shares 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