First Foundation Advisors Dimensional ETF Tr Dimensional Transaction History
First Foundation Advisors
- $2.59 Billion
- Q4 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 $443,812. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,388
Previous 13,388
-0.0%
Holding current value
$443,812
Previous $456,000
0.88%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio