Founders Financial Securities LLC Dimensional ETF Tr Dimensional Transaction History
Founders Financial Securities LLC
- $1.13 Billion
- Q1 2025
A detailed history of Founders Financial Securities LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Founders Financial Securities LLC holds 473,359 shares of DUHP stock, worth $16.1 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
473,359
Previous 476,795
0.72%
Holding current value
$16.1 Million
Previous $16.1 Million
2.63%
% of portfolio
1.38%
Previous 1.49%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.29 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$276 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$239 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$235 Million4.35% of portfolio