Fidelis Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 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 42,110 shares of DUHP stock, worth $1.46 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
42,110
Previous 28,637
47.05%
Holding current value
$1.46 Million
Previous $985 Million
48.54%
% of portfolio
0.15%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio