Financial Consulate, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Consulate, Inc
- $486 Million
- Q2 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 1,874,235 shares of DUHP stock, worth $69.1 Million. This represents 13.7% of its overall portfolio holdings.
Number of Shares
1,874,235
Previous 894,617
109.5%
Holding current value
$69.1 Million
Previous $29.6 Million
124.8%
% of portfolio
13.7%
Previous 7.83%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
460Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio