Midwest Heritage Bank, Fsb Dimensional ETF Tr Dimensional Transaction History
Midwest Heritage Bank, Fsb
- $212 Million
- Q3 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 229,456 shares of DUHP stock, worth $7.99 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
229,456
Previous 225,495
1.76%
Holding current value
$7.99 Million
Previous $7.21 Million
8.37%
% of portfolio
3.68%
Previous 3.65%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
334Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio