Fortis Capital Management LLC Dimensional ETF Tr Dimensional Transaction History
Fortis Capital Management LLC
- $533 Million
- Q4 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 13,420 shares of DUHP stock, worth $444,873. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,420
Previous 13,387
0.25%
Holding current value
$444,873
Previous $456,000
0.66%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio