Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,852 shares of DUHP stock, worth $408,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,852
Previous 10,852
-0.0%
Holding current value
$408,686
Previous $385,000
6.23%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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