United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 652,508 shares of DUHP stock, worth $22.9 Million. This represents 7.43% of its overall portfolio holdings.
Number of Shares
652,508Holding current value
$22.9 Million% of portfolio
7.43%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
381Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.34 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$237 Million4.6% of portfolio