Firethorn Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Firethorn Wealth Partners, LLC
- $188 Million
- Q3 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 60,699 shares of DUHP stock, worth $2.1 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
60,699
Previous 64,073
5.27%
Holding current value
$2.1 Million
Previous $2.05 Million
0.93%
% of portfolio
1.1%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 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$233 Million15.86% of portfolio