Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $154 Billion
- Q4 2024
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 39,291 shares of DUHP stock, worth $1.37 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
39,291Holding current value
$1.37 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio