Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,812,853 shares of DUHP stock, worth $106 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,812,853
Previous 2,872,164
2.07%
Holding current value
$106 Million
Previous $102 Million
4.02%
% of portfolio
0.17%
Previous 0.18%
Shares
10 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