Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 467 shares of DUHP stock, worth $16,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares

467

Holding current value

$16,452

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$33.62 - $35.69 $15,700 - $16,667	467 New	467 $15,000
Q2 2023 Aug 04, 2023	BUY	$24.51 - $26.54 $4,681 - $5,069	191 New	191 $5,000
Q4 2022 Feb 07, 2023	BUY	$21.59 - $25.35 $1,165 - $1,368	54 Added 0.71%	7,707 $193,000
Q3 2022 Nov 08, 2022	BUY	$21.34 - $25.56 $105,184 - $125,985	4,929 Added 180.95%	7,653 $190,000
Q2 2022 Sep 06, 2022	BUY	$21.86 - $26.49 $59,546 - $72,158	2,724 New	2,724 $67,000
Q2 2022 Aug 12, 2022	SELL	$21.86 - $26.49 $59,546 - $72,158	-2,724 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.43 - $26.86 $66,547 - $73,166	2,724 New	2,724 $71,000

Others Institutions Holding DUHP

# of Institutions

389

Shares Held

219M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.35 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.26 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$287 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$243 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$242 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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