Financial Consulate, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Consulate, Inc
- $678 Million
- Q3 2025
A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Consulate, Inc holds 1,976,255 shares of DUHP stock, worth $74.4 Million. This represents 11.01% of its overall portfolio holdings.
Number of Shares
1,976,255
Previous 1,874,235
5.44%
Holding current value
$74.4 Million
Previous $66.6 Million
12.0%
% of portfolio
11.01%
Previous 13.7%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio