En Rich Financial Partners LLC Dimensional ETF Tr Dimensional Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 2024
A detailed history of En Rich Financial Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, En Rich Financial Partners LLC holds 18,734 shares of DUHP stock, worth $639,204. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,734
Previous 19,355
3.21%
Holding current value
$639,204
Previous $659 Million
4.0%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.3 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$236 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$235 Million4.6% of portfolio