Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 71,561 shares of DUHP stock, worth $2.44 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
71,561
Previous 33,262
115.14%
Holding current value
$2.44 Million
Previous $1.06 Billion
129.2%
% of portfolio
2.16%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio