Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share
Q3 2024 Oct 10, 2024	BUY	$30.74 - $34.07 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$29.72 - $32.4 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$28.16 - $31.61 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$24.79 - $28.64 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$25.64 - $27.32 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$25.64 - $27.32 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$24.51 - $26.54 $0 - $0
Q1 2023 May 15, 2023	BUY	$23.91 - $25.61 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$21.59 - $25.35 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$21.34 - $25.56 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$21.86 - $26.49 $0 - $0
Q1 2022 May 09, 2022	BUY	$24.43 - $26.86 $0 - $0

Others Institutions Holding DUHP

# of Institutions

327

Shares Held

206M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.28 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$290 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$238 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$234 Million
15.86% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account