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Dimensional Etf Trust shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 104k 37.77
2025-06-30 $3.5M 99k 35.56
2025-03-31 $3.0M 91k 33.14

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)
Fs Kkr Cap Corp Cef (FSK)

View all positions for Transcend Wealth Collective

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
Envestnet Asset Management
Hanson McClain Advisors
Foster Group
Wealth Enhancement Advisory Services
Alesco Advisors
Buckingham Strategic Partners
RW Investment Management
Bank Of Montreal
Aprio Wealth Management
HighTower Advisors
Apella Capital

View all funds holding Dimensional Etf Trust