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 $787,211. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,351
Previous 12,751
67.45%
Holding current value
$787,211
Previous $408,000
78.19%
% of portfolio
0.17%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio