Paladin Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 395 shares of DUHP stock, worth $13,836. This represents 0.01% of its overall portfolio holdings.
Number of Shares
395
Previous 395
-0.0%
Holding current value
$13,836
Previous $13,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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