Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 24,120 shares of DUHP stock, worth $797,648. This represents 0.7% of its overall portfolio holdings.
Number of Shares
24,120Holding current value
$797,648% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$228 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$227 Million4.6% of portfolio