Fischer Investment Strategies, LLC Dimensional ETF Tr Dimensional Transaction History
Fischer Investment Strategies, LLC
- $116 Billion
- Q3 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 460,479 shares of DUHP stock, worth $15.7 Million. This represents 13.5% of its overall portfolio holdings.
Number of Shares
460,479
Previous 522,938
11.94%
Holding current value
$15.7 Million
Previous $16.7 Billion
6.22%
% of portfolio
13.5%
Previous 16.31%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$285 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$230 Million15.86% of portfolio