Fiduciary Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
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 222,194 shares of DUHP stock, worth $7.26 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
222,194
Previous 202,834
9.54%
Holding current value
$7.26 Million
Previous $6.8 Billion
0.63%
% of portfolio
1.49%
Previous 1.48%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
403Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio