Stewardship Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Stewardship Advisors, LLC
- $408 Million
- Q4 2025
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stewardship Advisors, LLC holds 14,751 shares of DUHP stock, worth $555,522. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,751
Previous 14,806
0.37%
Holding current value
$555,522
Previous $559,000
0.72%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
491Shares Held
223MCall 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