Hibernia Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Hibernia Wealth Partners, LLC

$153 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$30.74 - $34.07 $212,843 - $235,900	6,924 New	6,924 $236 Million

Others Institutions Holding DUHP

# of Institutions

386

Shares Held

220M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.36 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.27 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$289 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$245 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.75M
Shares

$240 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hibernia Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hibernia Wealth Partners, LLC with notifications on news.