Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 253,676 shares of DUHP stock, worth $9.55 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
253,676
Previous 236,679
7.18%
Holding current value
$9.55 Million
Previous $8.43 Billion
13.71%
% of portfolio
4.29%
Previous 4.44%
Shares
6 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