Fischer Investment Strategies, LLC Dimensional ETF Tr Dimensional Transaction History
Fischer Investment Strategies, LLC
- $126 Billion
- Q4 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 418,327 shares of DUHP stock, worth $13.7 Million. This represents 11.23% of its overall portfolio holdings.
Number of Shares
418,327
Previous 460,479
9.15%
Holding current value
$13.7 Million
Previous $15.7 Billion
9.9%
% of portfolio
11.23%
Previous 13.5%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
401Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$225 Million4.6% of portfolio