Wipfli Financial Advisors Llc, Dimensional ETF Tr Dimensional Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 2,076 shares of DUHP stock, worth $73,137. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,076Holding current value
$73,137% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio