Kingfisher Capital LLC Dimensional ETF Tr Dimensional Transaction History
Kingfisher Capital LLC
- $428 Million
- Q3 2024
A detailed history of Kingfisher Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingfisher Capital LLC holds 21,351 shares of DUHP stock, worth $757,533. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,351
Previous 12,751
67.45%
Holding current value
$757,533
Previous $408,000
78.19%
% of portfolio
0.17%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio