Fortitude Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Fortitude Family Office, LLC
- $280 Billion
- Q4 2024
A detailed history of Fortitude Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fortitude Family Office, LLC holds 3,573 shares of DUHP stock, worth $124,018. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,573
Previous 2,673
33.67%
Holding current value
$124,018
Previous $91.1 Million
32.57%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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