Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ifp Advisors, Inc
- $3.28 Billion
 - Q2 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 6,107 shares of DUHP stock, worth $231,760. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,107
              Previous 547
              
        
           1016.45%
        
      
          
        Holding current value
$231,760
            Previous $18,000
            
        
           1105.56%
        
      
          
        % of portfolio
0.01%
            Previous 0.0%
          
        Shares
	  9 transactions
	
  Others Institutions Holding DUHP
# of Institutions
473Shares Held
249MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
 - 
    
      Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
 - 
    
      Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
 - 
    
      Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
 - 
    
      Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio