Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
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 25,063 shares of DUHP stock, worth $943,872. This represents 0.7% of its overall portfolio holdings.
Number of Shares
25,063
Previous 24,908
0.62%
Holding current value
$943,872
Previous $886 Million
6.88%
% of portfolio
0.7%
Previous 0.72%
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