Firethorn Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Firethorn Wealth Partners, LLC
- $193 Million
- Q4 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 59,034 shares of DUHP stock, worth $2.05 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
59,034
Previous 60,699
2.74%
Holding current value
$2.05 Million
Previous $2.07 Million
3.58%
% of portfolio
1.04%
Previous 1.1%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio