Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Dimensional Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$21.86 - $26.49 $223,671 - $271,045	10,232 New	10,232 $230,000

Others Institutions Holding DUHP

# of Institutions

394

Shares Held

219M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.26 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.17 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$268 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$227 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$226 Million
4.6% of portfolio

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Ticker DUHP
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