Vestment Financial LLC Dimensional ETF Tr Dimensional Transaction History
Vestment Financial LLC
- $175 Billion
- Q3 2025
A detailed history of Vestment Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestment Financial LLC holds 234,156 shares of DUHP stock, worth $8.82 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
234,156
Previous 227,815
2.78%
Holding current value
$8.82 Million
Previous $8.17 Billion
9.23%
% of portfolio
5.09%
Previous 5.18%
Shares
4 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