Landmark Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 158,626 shares of DUHP stock, worth $5.58 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
158,626
Previous 148,872
6.55%
Holding current value
$5.58 Million
Previous $3.82 Million
18.67%
% of portfolio
1.67%
Previous 1.6%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
359Shares Held
214MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio