Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ifp Advisors, Inc
- $3.07 Billion
- Q1 2025
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 547 shares of DUHP stock, worth $19,303. This represents 0.0% of its overall portfolio holdings.
Number of Shares
547
Previous 467
17.13%
Holding current value
$19,303
Previous $15,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.34 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.24 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$288 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$249 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$245 Million4.35% of portfolio