Financial Consulate, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Consulate, Inc
- $360 Million
- Q4 2024
A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Consulate, Inc holds 1,010,994 shares of DUHP stock, worth $33.5 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
1,010,994
Previous 1,018,075
0.7%
Holding current value
$33.5 Million
Previous $34.7 Million
1.51%
% of portfolio
9.5%
Previous 9.7%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio