Bouchey Financial Group LTD Dimensional ETF Tr Dimensional Transaction History
Bouchey Financial Group LTD
- $964 Million
- Q1 2024
A detailed history of Bouchey Financial Group LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bouchey Financial Group LTD holds 1,675,906 shares of DUHP stock, worth $53.6 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
1,675,906
Previous 1,568,635
6.84%
Holding current value
$53.6 Million
Previous $44.9 Million
18.04%
% of portfolio
5.5%
Previous 4.84%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio