Walter & Keenan Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Walter & Keenan Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 11,553 shares of DUHP stock, worth $435,085. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,553Holding current value
$435,085% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
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Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio