Fortis Capital Management LLC Dimensional ETF Tr Dimensional Transaction History
Fortis Capital Management LLC
- $495 Million
- Q3 2024
A detailed history of Fortis Capital Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fortis Capital Management LLC holds 13,387 shares of DUHP stock, worth $468,946. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,387
Previous 13,352
0.26%
Holding current value
$468,946
Previous $427,000
6.79%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio