Firethorn Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Firethorn Wealth Partners, LLC
- $169 Million
- Q2 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 64,073 shares of DUHP stock, worth $2.17 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
64,073
Previous 56,221
13.97%
Holding current value
$2.17 Million
Previous $1.78 Million
15.31%
% of portfolio
1.21%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio