Fischer Investment Strategies, LLC Dimensional ETF Tr Dimensional Transaction History
Fischer Investment Strategies, LLC
- $114 Billion
- Q1 2024
A detailed history of Fischer Investment Strategies, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fischer Investment Strategies, LLC holds 533,319 shares of DUHP stock, worth $17.2 Million. This represents 14.74% of its overall portfolio holdings.
Number of Shares
533,319
Previous 480,245
11.05%
Holding current value
$17.2 Million
Previous $13.7 Billion
22.7%
% of portfolio
14.74%
Previous 10.39%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio