Fiduciary Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 197,897 shares of DUHP stock, worth $6.83 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
197,897
Previous 174,760
13.24%
Holding current value
$6.83 Million
Previous $5.81 Billion
16.27%
% of portfolio
1.55%
Previous 1.4%
Shares
2 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