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

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

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

393

Shares Held

223M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.21 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.13 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$258 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$223 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$217 Million
4.6% of portfolio

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