Forum Financial Management, LP Dimensional ETF Tr Dimensional Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forum Financial Management, LP holds 6,842,864 shares of DUHP stock, worth $236 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
6,842,864
Previous 6,682,290
2.4%
Holding current value
$236 Million
Previous $214 Million
9.06%
% of portfolio
4.45%
Previous 4.41%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio
-
Pure Financial Advisors, LLC4.63MShares$160 Million3.91% of portfolio