Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 141,976 shares of DUHP stock, worth $5 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
141,976
Previous 99,154
43.19%
Holding current value
$5 Million
Previous $2.63 Million
38.62%
% of portfolio
1.16%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio