Delta Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Delta Financial Group, Inc.
- $427 Million
- Q4 2024
A detailed history of Delta Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delta Financial Group, Inc. holds 7,975 shares of DUHP stock, worth $276,812. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,975
Previous 7,952
0.29%
Holding current value
$276,812
Previous $271,000
0.74%
% of portfolio
0.06%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio