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 $451,985. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,476
Previous 10,962
22.93%
Holding current value
$451,985
Previous $350,000
31.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
330Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$226 Million15.86% of portfolio