Paladin Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 395 shares of DUHP stock, worth $13,915. This represents 0.01% of its overall portfolio holdings.
Number of Shares
395
Previous 395
-0.0%
Holding current value
$13,915
Previous $13,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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