Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 31,193 shares of DUHP stock, worth $1.13 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
31,193
Previous 31,122
0.23%
Holding current value
$1.13 Million
Previous $1.03 Billion
7.55%
% of portfolio
0.91%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio