Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 82,383 shares of DUHP stock, worth $2.58 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
82,383Holding current value
$2.58 Million% of portfolio
0.23%Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio