Vested Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Vested Financial Planning, LLC
- $123 Billion
- Q3 2025
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vested Financial Planning, LLC holds 169,653 shares of DUHP stock, worth $6.39 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
169,653
Previous 166,785
1.72%
Holding current value
$6.39 Million
Previous $5.93 Billion
8.04%
% of portfolio
5.2%
Previous 5.28%
Shares
2 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