Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 199,717 shares of DUHP stock, worth $6.98 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
199,717
Previous 195,838
1.98%
Holding current value
$6.98 Million
Previous $6.26 Billion
8.61%
% of portfolio
3.48%
Previous 3.25%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio