Fidelis Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Fidelis Capital Partners, LLC
- $702 Billion
- Q2 2024
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 18,102 shares of DUHP stock, worth $616,373. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,102
Previous 14,926
21.28%
Holding current value
$616,373
Previous $472 Million
18.17%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio