Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $159 Billion
- Q4 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 30,198 shares of DUHP stock, worth $1.14 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
30,198
Previous 30,153
0.15%
Holding current value
$1.14 Million
Previous $1.14 Billion
0.84%
% of portfolio
0.72%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
506Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio