Summit Wealth Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.29 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.26 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$285 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$234 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$230 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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