First Foundation Advisors Dimensional ETF Tr Dimensional Transaction History
First Foundation Advisors
- $2.56 Billion
- Q2 2024
A detailed history of First Foundation Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Foundation Advisors holds 13,388 shares of DUHP stock, worth $453,585. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,388
Previous 13,388
-0.0%
Holding current value
$453,585
Previous $423,000
1.18%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares 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