Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $190 Billion
- Q2 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 236,679 shares of DUHP stock, worth $8.61 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
236,679
Previous 197,327
19.94%
Holding current value
$8.61 Million
Previous $6.54 Billion
28.86%
% of portfolio
4.44%
Previous 4.13%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
447Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio