Lpl Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lpl Financial LLC
- $196 Billion
- Q2 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 249,734 shares of DUHP stock, worth $8.45 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
249,734
Previous 162,342
53.83%
Holding current value
$8.45 Million
Previous $5.13 Million
55.68%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$996 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio