Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $170 Billion
- Q2 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 237,264 shares of DUHP stock, worth $7.76 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
237,264
Previous 189,173
25.42%
Holding current value
$7.76 Million
Previous $5.98 Billion
26.93%
% of portfolio
4.48%
Previous 3.68%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$963 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$269 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$221 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$219 Million4.41% of portfolio