Strategent Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Strategent Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Strategent Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategent Financial, LLC holds 56,770 shares of DUHP stock, worth $1.79 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
56,770
Previous 26,495
114.27%
Holding current value
$1.79 Million
Previous $895 Million
110.14%
% of portfolio
1.7%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
396Shares Held
221MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$257 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$218 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio