Fiduciary Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 202,834 shares of DUHP stock, worth $6.66 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
202,834
Previous 197,897
2.49%
Holding current value
$6.66 Million
Previous $6.76 Billion
0.66%
% of portfolio
1.48%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio