Founders Financial Securities LLC Dimensional ETF Tr Dimensional Transaction History
Founders Financial Securities LLC
- $1.25 Billion
- Q2 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 511,050 shares of DUHP stock, worth $18.8 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
511,050
Previous 473,359
7.96%
Holding current value
$18.8 Million
Previous $15.7 Million
15.84%
% of portfolio
1.45%
Previous 1.38%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio