Midwest Heritage Bank, Fsb Dimensional ETF Tr Dimensional Transaction History
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 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 311,396 shares of DUHP stock, worth $11 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
311,396
Previous 229,456
35.71%
Holding current value
$11 Million
Previous $7.82 Million
34.6%
% of portfolio
5.1%
Previous 3.68%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio