Financial Consulate, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Consulate, Inc
- $358 Million
- Q3 2024
A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Consulate, Inc holds 1,018,075 shares of DUHP stock, worth $35.1 Million. This represents 9.7% of its overall portfolio holdings.
Number of Shares
1,018,075
Previous 1,005,318
1.27%
Holding current value
$35.1 Million
Previous $32.2 Million
7.85%
% of portfolio
9.7%
Previous 9.91%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio