Fidelis Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Fidelis Capital Partners, LLC
- $941 Billion
- Q1 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 67,549 shares of DUHP stock, worth $2.27 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
67,549
Previous 42,110
60.41%
Holding current value
$2.27 Million
Previous $1.46 Billion
49.05%
% of portfolio
0.23%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.28 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.18 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$274 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$237 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$233 Million4.35% of portfolio