Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
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 31,122 shares of DUHP stock, worth $1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
31,122
Previous 39,291
20.79%
Holding current value
$1 Million
Previous $1.33 Billion
22.31%
% of portfolio
0.7%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
400Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio