Fidelis Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Fidelis Capital Partners, LLC
- $840 Billion
- Q3 2024
A detailed history of Fidelis Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 28,637 shares of DUHP stock, worth $987,690. This represents 0.12% of its overall portfolio holdings.
Number of Shares
28,637
Previous 18,102
58.2%
Holding current value
$987,690
Previous $558 Million
76.59%
% of portfolio
0.12%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio