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 $2.07 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
59,034
Previous 60,699
2.74%
Holding current value
$2.07 Million
Previous $2.07 Million
3.58%
% of portfolio
1.04%
Previous 1.1%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio