Altiora Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Altiora Financial Group, LLC
- $452 Billion
- Q3 2024
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Altiora Financial Group, LLC holds 163,629 shares of DUHP stock, worth $5.64 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
163,629
Previous 73,708
122.0%
Holding current value
$5.64 Million
Previous $2.36 Billion
136.43%
% of portfolio
1.23%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio