First Foundation Advisors Dimensional ETF Tr Dimensional Transaction History
First Foundation Advisors
- $2.63 Billion
- Q2 2025
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 $508,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,388
Previous 13,388
-0.0%
Holding current value
$508,074
Previous $443,000
7.45%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio