Jones Financial Companies Lllp Dimensional ETF Tr Dimensional Transaction History
Jones Financial Companies Lllp
- $105 Billion
- Q4 2024
A detailed history of Jones Financial Companies Lllp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jones Financial Companies Lllp holds 26,091 shares of DUHP stock, worth $912,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,091
Previous 18,290
42.65%
Holding current value
$912,924
Previous $623,000
41.41%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
364Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio