Wealth Management Strategies, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealth Management Strategies, Inc.
- $195 Million
- Q3 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 99,191 shares of DUHP stock, worth $3.74 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
99,191
Previous 331,100
70.04%
Holding current value
$3.74 Million
Previous $11 Million
65.86%
% of portfolio
1.92%
Previous 7.55%
Shares
3 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
-
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