Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 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 31,193 shares of DUHP stock, worth $1.13 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
31,193
Previous 31,122
0.23%
Holding current value
$1.13 Million
Previous $1.03 Billion
7.55%
% of portfolio
0.91%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
234MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio