Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
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 2,568,683 shares of DUHP stock, worth $89.7 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,568,683
Previous 2,567,212
0.06%
Holding current value
$89.7 Million
Previous $87.5 Million
0.76%
% of portfolio
0.19%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
335Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio