Hfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hfg Wealth Management, LLC
- $157 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio