Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 2024
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lpl Financial LLC holds 273,427 shares of DUHP stock, worth $9.62 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
273,427
Previous 249,734
9.49%
Holding current value
$9.62 Million
Previous $7.99 Million
16.61%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall 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
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio