First Foundation Advisors Dimensional ETF Tr Dimensional Transaction History
First Foundation Advisors
- $2.58 Billion
- Q3 2024
A detailed history of First Foundation Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Foundation Advisors holds 13,388 shares of DUHP stock, worth $449,033. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,388
Previous 13,388
-0.0%
Holding current value
$449,033
Previous $428,000
6.54%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
330Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$226 Million15.86% of portfolio