Financial Harvest, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Harvest, LLC
- $118 Billion
- Q4 2024
A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Harvest, LLC holds 249,704 shares of DUHP stock, worth $8.56 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
249,704Holding current value
$8.56 Million% of portfolio
7.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.31 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$279 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$237 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$236 Million4.6% of portfolio