Raymond James Trust N.A. Dimensional ETF Tr Dimensional Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
A detailed history of Raymond James Trust N.A. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Raymond James Trust N.A. holds 13,476 shares of DUHP stock, worth $473,816. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,476
Previous 10,962
22.93%
Holding current value
$473,816
Previous $350,000
31.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.34 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio