Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $469 Million
- Q4 2025
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 39,675 shares of DUHP stock, worth $1.49 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
39,675
Previous 40,175
1.24%
Holding current value
$1.49 Million
Previous $1.52 Million
1.52%
% of portfolio
0.32%
Previous 0.33%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
492Shares Held
224MCall 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