Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 239,257 shares of DUHP stock, worth $8.37 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
239,257
Previous 237,264
0.84%
Holding current value
$8.37 Million
Previous $7.59 Billion
7.4%
% of portfolio
4.53%
Previous 4.48%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio