Bfsg, LLC Dimensional ETF Tr Dimensional Transaction History

Bfsg, LLC

$802 Million
Q1 2025

A detailed history of Bfsg, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bfsg, LLC holds 257 shares of DUHP stock, worth $8,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares

257

Previous 257 -0.0%

Holding current value

$8,876

Previous $8,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$30.74 - $34.07 $7,900 - $8,755	257 New	257 $8,000

Others Institutions Holding DUHP

# of Institutions

416

Shares Held

228M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

38.1M
Shares

$1.31 Billion
2.93% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.21 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$281 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$243 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.94M
Shares

$240 Million
4.35% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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