Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 171,172 shares of DUHP stock, worth $5.53 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
171,172
Previous 107,797
58.79%
Holding current value
$5.53 Million
Previous $3.08 Billion
75.44%
% of portfolio
3.07%
Previous 2.38%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio