Kingfisher Capital LLC Dimensional ETF Tr Dimensional Transaction History
Kingfisher Capital LLC
- $428 Million
- Q3 2024
A detailed history of Kingfisher Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingfisher Capital LLC holds 21,351 shares of DUHP stock, worth $804,078. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,351
Previous 12,751
67.45%
Holding current value
$804,078
Previous $408,000
78.19%
% of portfolio
0.17%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio