Founders Financial Securities LLC Dimensional ETF Tr Dimensional Transaction History
Founders Financial Securities LLC
- $1.06 Billion
- Q3 2024
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 443,399 shares of DUHP stock, worth $15.1 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
443,399
Previous 421,267
5.25%
Holding current value
$15.1 Million
Previous $13.5 Million
12.1%
% of portfolio
1.42%
Previous 1.29%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio