Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $158 Billion
- Q1 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 197,327 shares of DUHP stock, worth $6.45 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
197,327
Previous 80,716
144.47%
Holding current value
$6.45 Million
Previous $2.73 Billion
139.77%
% of portfolio
4.13%
Previous 2.44%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
402Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio