Financial Harvest, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Harvest, LLC
- $118 Billion
- Q4 2024
A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Harvest, LLC holds 249,704 shares of DUHP stock, worth $8.69 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
249,704Holding current value
$8.69 Million% of portfolio
7.12%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
350Shares Held
212MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio