Fine Mark National Bank & Trust Dimensional ETF Tr Dimensional Transaction History

Fine Mark National Bank & Trust

$2.81 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$30.74 - $34.07 $181,058 - $200,672	5,890 New	5,890 $200,000

Others Institutions Holding DUHP

# of Institutions

391

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.3 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.22 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$278 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$236 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$235 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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