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

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

15 transactions

Quarter	Operation	Price Per share
Q2 2025 Aug 12, 2025	BUY	$29.36 - $35.56 $0 - $0
Q1 2025 May 14, 2025	BUY	$32.57 - $35.82 $0 - $0
Q4 2024 Feb 13, 2025	BUY	$33.62 - $35.69 $0 - $0
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

468

Shares Held

248M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.51 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.38 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$308 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.54M
Shares

$285 Million
4.43% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$266 Million
15.92% of portfolio

View Full List

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