Triad Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 24,667 shares of DUHP stock, worth $928,959. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,667
Previous 20,050
23.03%
Holding current value
$928,959
Previous $713 Million
30.67%
% of portfolio
0.12%
Previous 0.14%
Shares
3 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