Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $357 Million
- Q4 2025
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 148,895 shares of DUHP stock, worth $5.61 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
148,895
Previous 30,375
390.19%
Holding current value
$5.61 Million
Previous $1.15 Million
388.84%
% of portfolio
1.57%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
508Shares Held
228MCall 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, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio