Arbor Fi Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Arbor Fi Advisors, LLC
- $99.6 Billion
- Q4 2024
A detailed history of Arbor Fi Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 155,797 shares of DUHP stock, worth $5.58 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
155,797Holding current value
$5.58 Million% of portfolio
5.28%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$242 Million4.6% of portfolio