Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,801 shares of DUHP stock, worth $143,145. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,801
Previous 3,790
0.29%
Holding current value
$143,145
Previous $134,000
6.72%
% of portfolio
0.02%
Previous 0.02%
Shares
11 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