Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 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 34,021 shares of DUHP stock, worth $1.08 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
34,021
Previous 35,844
5.09%
Holding current value
$1.08 Million
Previous $1.21 Million
6.94%
% of portfolio
0.27%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio