Saxony Capital Management, LLC Dimensional ETF Tr Dimensional Transaction History
Saxony Capital Management, LLC
- $145 Million
- Q4 2025
A detailed history of Saxony Capital Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Saxony Capital Management, LLC holds 7,500 shares of DUHP stock, worth $282,450. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,500
Previous 7,500
-0.0%
Holding current value
$282,450
Previous $283,000
0.35%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
493Shares Held
225MCall 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