Fidelis Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Fidelis Capital Partners, LLC
- $1.1 Trillion
- Q2 2025
A detailed history of Fidelis Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 66,294 shares of DUHP stock, worth $2.44 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
66,294
Previous 67,549
1.86%
Holding current value
$2.44 Million
Previous $2.18 Billion
10.37%
% of portfolio
0.22%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio