Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 239,486 shares of DUHP stock, worth $8.42 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
239,486
Previous 199,717
19.91%
Holding current value
$8.42 Million
Previous $6.8 Billion
18.93%
% of portfolio
3.85%
Previous 3.48%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio